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Carolinas Wealth Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History

Carolinas Wealth Consulting’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
-5,942
Closed -$128K – 765
2025
Q1 		$128K Buy
5,942
+504
+9% +$11.5K 0.03% 213
2024
Q4 		$123K Buy
5,438
+191
+4% +$4.36K 0.02% 226
2024
Q3 		$116K Buy
5,247
+72
+1% +$1.54K 0.02% 237
2024
Q2 		$109K Buy
5,175
+135
+3% +$2.73K 0.02% 241
2024
Q1 		$103K Sell
5,040
-90
-2% -$1.74K 0.02% 251
2023
Q4 		$95.2K Buy
5,130
+21
+0.4% +$363 0.02% 238
2023
Q3 		$82.6K Buy
5,109
+171
+3% +$2.96K 0.02% 238
2023
Q2 		$85.1K Buy
4,938
+456
+10% +$7.43K 0.02% 283
2023
Q1 		$71.5K Buy
4,482
+72
+2% +$1.13K 0.02% 306
2022
Q4 		$65.9K Buy
4,410
+1,518
+52% +$22.8K 0.01% 314
2022
Q3 		$40K Buy
2,892
+75
+3% +$1.17K 0.01% 359
2022
Q2 		$42K Buy
2,817
+492
+21% +$7.9K 0.01% 353
2022
Q1 		$41K Buy
2,325
+273
+13% +$4.79K 0.01% 378
2021
Q4 		$39K Buy
2,052
+132
+7% +$2.43K 0.01% 398
2021
Q3 		$33K Buy
1,920
+54
+3% +$960 0.01% 401
2021
Q2 		$32K Buy
1,866
+6
+0.3% +$102 0.01% 422
2021
Q1 		$30K Buy
1,860
+624
+50% +$9.84K 0.01% 446
2020
Q4 		$19K Sell
1,236
-354
-22% -$5.04K 0.01% 486
2020
Q3 		$21K Sell
1,590
-348
-18% -$4.58K 0.01% 386
2020
Q2 		$24K Sell
1,938
-1,224
-39% -$14.1K 0.01% 272
2020
Q1 		$32K Buy
3,162
+1,746
+123% +$21.1K 0.02% 135
2019
Q4 		$18K Buy
+1,416
New +$17.4K 0.02% 74

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

Carolinas Wealth Consulting's SCHB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 5,942 shares — an estimated $128K sold.

Carolinas Wealth Consulting first reported a position in SCHB in Q4 2019 and held it in 22 quarters. The position peaked at $128K in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,942 Schwab US Broad Market ETF shares in Q2 2025, an estimated $128K.
  • Carolinas Wealth Consulting first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Schwab US Broad Market ETF position peaked at $128K in Q1 2025.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.