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Cahill Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Cahill Wealth 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
2025
Q1 		$1.19M Buy
55,453
+169
+0.3% +$3.84K 0.61% 23
2024
Q4 		$1.25M Buy
55,284
+195
+0.4% +$4.45K 0.64% 24
2024
Q3 		$1.22M Sell
55,089
-13,161
-19% -$281K 0.63% 23
2024
Q2 		$1.46M Buy
68,250
+16,881
+33% +$342K 0.87% 20
2024
Q1 		$1.05M Buy
51,369
+159
+0.3% +$3.08K 0.61% 22
2023
Q4 		$950K Buy
51,210
+213
+0.4% +$3.68K 0.64% 22
2023
Q3 		$847K Sell
50,997
-180
-0.4% -$3.12K 0.65% 22
2023
Q2 		$882K Buy
51,177
+189
+0.4% +$3.08K 0.61% 25
2023
Q1 		$813K Sell
50,988
-11,700
-19% -$183K 0.6% 25
2022
Q4 		$1.02M Sell
62,688
-1,242
-2% -$18.7K 0.74% 22
2022
Q3 		$894K Buy
63,930
+237
+0.4% +$3.69K 0.8% 20
2022
Q2 		$938K Buy
63,693
+219
+0.3% +$3.52K 0.79% 20
2022
Q1 		$1.13M Buy
+63,474
New +$1.11M 0.84% 16

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cahill Wealth Management's SCHB Position: Q1 2025 in Review

Cahill Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.31% in Q1 2025, buying an estimated $3.84K and bringing the position to 55,453 shares worth $1.19M. The position accounts for 0.61% of the portfolio, ranked #23.

Cahill Wealth Management first reported a position in SCHB in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.46M in Q2 2024. 1,172 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Cahill Wealth Management held 55,453 shares of Schwab US Broad Market ETF worth $1.19M as of Q1 2025.
  • Cahill Wealth Management bought 169 Schwab US Broad Market ETF shares in Q1 2025, an estimated $3.84K.
  • Schwab US Broad Market ETF made up 0.61% of Cahill Wealth Management's portfolio in Q1 2025, its #23 holding.
  • Cahill Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 13 quarters since.
  • Cahill Wealth Management's Schwab US Broad Market ETF position peaked at $1.46M in Q2 2024.
  • 1,172 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.