CAWM
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Capital A Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Capital A 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
Q2 		$221K Buy
3,968
+3,781
+2,022% +$83.3K 2.47% 3
2025
Q1 		$4.03K Buy
187
+6
+3% +$136 ﹤0.01% 404
2024
Q4 		$4.11K Buy
+181
New +$4.13K 0.01% 402

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $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

Capital A Wealth Management's SCHB Position: Q2 2025 in Review

Capital A Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 2,022% in Q2 2025, buying an estimated $83.3K and bringing the position to 3,968 shares worth $221K. The position accounts for 2.47% of the portfolio, ranked #3.

Capital A Wealth Management first reported a position in SCHB in Q4 2024 and has held it in 3 quarters since. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Capital A Wealth Management held 3,968 shares of Schwab US Broad Market ETF worth $221K as of Q2 2025.
  • Capital A Wealth Management bought 3,781 Schwab US Broad Market ETF shares in Q2 2025, an estimated $83.3K.
  • Schwab US Broad Market ETF made up 2.47% of Capital A Wealth Management's portfolio in Q2 2025, its #3 holding.
  • Capital A Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.