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Blue Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Blue Investment Partners’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
2025
Q2 		$13.9M Sell
583,483
-3,528
-0.6% -$77.7K 4.88% 8
2025
Q1 		$12.6M Buy
587,011
+16,114
+3% +$367K 4.76% 7
2024
Q4 		$13M Buy
570,897
+8,442
+2% +$193K 4.76% 4
2024
Q3 		$12.5M Buy
562,455
+29,376
+6% +$627K 5.14% 5
2024
Q2 		$11.2M Buy
533,079
+18,291
+4% +$371K 5.06% 5
2024
Q1 		$10.5M Buy
514,788
+61,023
+13% +$1.18M 5.45% 5
2023
Q4 		$8.42M Buy
453,765
+17,118
+4% +$296K 5.49% 5
2023
Q3 		$7.26M Buy
436,647
+37,551
+9% +$650K 5.77% 5
2023
Q2 		$6.88M Buy
399,096
+36,852
+10% +$601K 5.25% 5
2023
Q1 		$5.78M Buy
362,244
+49,704
+16% +$777K 5.83% 5
2022
Q4 		$4.67M Buy
+312,540
New +$4.7M 5.8% 4

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Blue Investment Partners's SCHB Position: Q2 2025 in Review

Blue Investment Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 0.6% in Q2 2025, selling an estimated $77.7K and leaving 583,483 shares worth $13.9M. The position accounts for 4.88% of the portfolio, ranked #8.

Blue Investment Partners first reported a position in SCHB in Q4 2022 and has held it in 11 quarters since. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Blue Investment Partners held 583,483 shares of Schwab US Broad Market ETF worth $13.9M as of Q2 2025.
  • Blue Investment Partners sold 3,528 Schwab US Broad Market ETF shares in Q2 2025, an estimated $77.7K.
  • Schwab US Broad Market ETF made up 4.88% of Blue Investment Partners's portfolio in Q2 2025, its #8 holding.
  • Blue Investment Partners first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 11 quarters since.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.