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Boston Financial Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Boston Financial Management’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
2024
Q4 		$618K Buy
27,223
+5,188
+24% +$118K 0.02% 231
2024
Q3 		$489K Buy
22,035
+129
+0.6% +$2.75K 0.01% 241
2024
Q2 		$459K Hold
21,906
– – 0.01% 246
2024
Q1 		$446K Buy
21,906
+1,569
+8% +$30.4K 0.01% 259
2023
Q4 		$377K Buy
20,337
+87
+0.4% +$1.5K 0.01% 265
2023
Q3 		$337K Buy
20,250
+75
+0.4% +$1.3K 0.01% 254
2023
Q2 		$348K Sell
20,175
-915
-4% -$14.9K 0.01% 262
2023
Q1 		$336K Sell
21,090
-4,026
-16% -$62.9K 0.01% 261
2022
Q4 		$375K Buy
25,116
+87
+0.3% +$1.31K 0.02% 251
2022
Q3 		$350K Buy
25,029
+1,299
+5% +$20.2K 0.02% 244
2022
Q2 		$350K Buy
23,730
+78
+0.3% +$1.25K 0.02% 237
2022
Q1 		$421K Buy
23,652
+4,746
+25% +$83.3K 0.02% 219
2021
Q4 		$356K Hold
18,906
– – 0.01% 218
2021
Q3 		$327K Buy
+18,906
New +$336K 0.01% 219

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Boston Financial Management's SCHB Position: Q4 2024 in Review

Boston Financial Management increased its Schwab US Broad Market ETF (SCHB) stake by 24% in Q4 2024, buying an estimated $118K and bringing the position to 27,223 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #231.

Boston Financial Management first reported a position in SCHB in Q3 2021 and has held it in 14 quarters since. 1,180 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Boston Financial Management held 27,223 shares of Schwab US Broad Market ETF worth $618K as of Q4 2024.
  • Boston Financial Management bought 5,188 Schwab US Broad Market ETF shares in Q4 2024, an estimated $118K.
  • Schwab US Broad Market ETF made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #231 holding.
  • Boston Financial Management first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 14 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.