BBA
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BLB&B Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

BLB&B Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
41,621
+860
+2% +$22.6K 0.04% 122
2025
Q4 		$1.07M Sell
40,761
-133
-0.3% -$3.46K 0.04% 126
2025
Q3 		$1.05M Buy
40,894
+3,986
+11% +$98.7K 0.05% 122
2025
Q2 		$880K Sell
36,908
-1,669
-4% -$36.8K 0.04% 134
2025
Q1 		$831K Sell
38,577
-3,588
-9% -$81.6K 0.04% 139
2024
Q4 		$957K Sell
42,165
-5,379
-11% -$123K 0.05% 132
2024
Q3 		$1.05M Sell
47,544
-7,956
-14% -$170K 0.05% 124
2024
Q2 		$1.16M Sell
55,500
-7,620
-12% -$154K 0.06% 118
2024
Q1 		$1.28M Buy
+63,120
New +$1.22M 0.07% 113

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return