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Brio Consultants’s Schwab US Broad Market ETF SCHB Stock Holding History

Brio Consultants’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 		$6.27M Buy
224,560
+53,804
+32% +$1.41M 0.77% 32
2025
Q4 		$4.48M Buy
170,756
+21,575
+14% +$562K 0.58% 37
2025
Q3 		$3.84M Buy
149,181
+961
+0.6% +$23.8K 0.53% 39
2025
Q2 		$3.53M Buy
148,220
+69,320
+88% +$1.53M 0.52% 38
2025
Q1 		$1.7M Buy
78,900
+31,658
+67% +$720K 0.27% 51
2024
Q4 		$1.07M Buy
47,242
+12,031
+34% +$275K 0.17% 61
2024
Q3 		$781K Buy
35,211
+19,632
+126% +$419K 0.12% 66
2024
Q2 		$326K Sell
15,579
-1,134
-7% -$23K 0.05% 83
2024
Q1 		$340K Buy
16,713
+186
+1% +$3.6K 0.06% 81
2023
Q4 		$307K Buy
16,527
+2,895
+21% +$50K 0.05% 82
2023
Q3 		$227K Buy
+13,632
New +$236K 0.04% 86

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UBS Group
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Betterment LLC
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R
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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