Burt Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Burt Wealth 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
2025 Q3	$297K	Buy	11,551 +1	+0%	+$25	0.07%	97
2025 Q2	$275K	Buy	11,550 +102	+0.9%	+$2.25K	0.06%	99
2025 Q1	$246K	Hold	11,448	–	–	0.06%	105
2024 Q4	$260K	Sell	11,448 -1,497	-12%	-$34.2K	0.07%	103
2024 Q3	$287K	Sell	12,945 -4,554	-26%	-$97.2K	0.07%	97
2024 Q2	$367K	Sell	17,499 -741	-4%	-$15K	0.1%	74
2024 Q1	$371K	Buy	18,240 +888	+5%	+$17.2K	0.09%	81
2023 Q4	$322K	Hold	17,352	–	–	0.09%	82
2023 Q3	$288K	Buy	17,352 +12	+0.1%	+$208	0.09%	82
2023 Q2	$299K	Hold	17,340	–	–	0.09%	84
2023 Q1	$277K	Buy	17,340 +510	+3%	+$7.97K	0.09%	89
2022 Q4	$251K	Hold	16,830	–	–	0.08%	95
2022 Q3	$236K	Hold	16,830	–	–	0.09%	77
2022 Q2	$248K	Hold	16,830	–	–	0.09%	78
2022 Q1	$300K	Hold	16,830	–	–	0.09%	74
2021 Q4	$317K	Buy	16,830 +126	+0.8%	+$2.32K	0.1%	68
2021 Q3	$289K	Hold	16,704	–	–	0.09%	76
2021 Q2	$290K	Hold	16,704	–	–	0.1%	72
2021 Q1	$269K	Hold	16,704	–	–	0.1%	75
2020 Q4	$253K	Hold	16,704	–	–	0.09%	76
2020 Q3	$222K	Hold	16,704	–	–	0.08%	78
2020 Q2	$205K	Hold	16,704	–	–	0.08%	78
2020 Q1	$168K	Hold	16,704	–	–	0.08%	83
2019 Q4	$214K	Hold	16,704	–	–	0.08%	80
2019 Q3	$198K	Hold	16,704	–	–	0.08%	83
2019 Q2	$196K	Hold	16,704	–	–	0.09%	82
2019 Q1	$189K	Hold	16,704	–	–	0.09%	83
2018 Q4	$167K	Hold	16,704	–	–	0.08%	91
2018 Q3	$196K	Buy	16,704 +1,260	+8%	+$14.5K	0.09%	87
2018 Q2	$170K	Hold	15,444	–	–	0.08%	91
2018 Q1	$164K	Hold	15,444	–	–	0.08%	88
2017 Q4	$166K	Hold	15,444	–	–	0.1%	89
2017 Q3	$157K	Sell	15,444 -1,152	-7%	-$11.4K	0.1%	86
2017 Q2	$161K	Buy	16,596 +1,152	+7%	+$11.1K	0.11%	83
2017 Q1	$147K	Sell	15,444 -5,802	-27%	-$54.4K	0.11%	81
2016 Q4	$192K	Buy	21,246 +96	+0.5%	+$846	0.17%	68
2016 Q3	$184K	Buy	21,150 +84	+0.4%	+$729	0.2%	65
2016 Q2	$176K	Buy	21,066 +54	+0.3%	+$448	0.2%	62
2016 Q1	$173K	Buy	21,012 +138	+0.7%	+$1.07K	0.16%	69
2015 Q4	$170K	Buy	20,874 +264	+1%	+$2.18K	0.14%	73
2015 Q3	$159K	Sell	20,610 -810	-4%	-$6.65K	0.2%	63
2015 Q2	$179K	Buy	21,420 +996	+5%	+$8.51K	0.19%	65
2015 Q1	$172K	Buy	20,424 +84	+0.4%	+$702	0.18%	58
2014 Q4	$169K	Buy	+20,340	New	+$165K	0.18%	61

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return