BS
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Brighton Securities’s Schwab US Broad Market ETF SCHB Stock Holding History

Brighton Securities’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 		– Sell
-23,336
Closed -$502K – 66
2025
Q1 		$502K Sell
23,336
-2,394
-9% -$54.5K 0.24% 20
2024
Q4 		$584K Buy
+25,730
New +$588K 0.28% 15

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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 $901M AUM 21.04% 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

Brighton Securities's SCHB Position: Q2 2025 in Review

Brighton Securities sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 23,336 shares — an estimated $502K sold.

Brighton Securities first reported a position in SCHB in Q4 2024 and held it in 2 quarters. The position peaked at $584K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Brighton Securities reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Brighton Securities sold 23,336 Schwab US Broad Market ETF shares in Q2 2025, an estimated $502K.
  • Brighton Securities first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 2 quarters.
  • Brighton Securities's Schwab US Broad Market ETF position peaked at $584K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Brighton Securities's 13F filing for Q2 2025, filed 6 Mar 2026.