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

CarsonAllaria 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
Q3 		– Sell
-19
Closed -$453 – 285
2025
Q2 		$453 Buy
+19
New +$419 ﹤0.01% 345

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CarsonAllaria Wealth Management's SCHB Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 19 shares — an estimated $453 sold.

CarsonAllaria Wealth Management first reported a position in SCHB in Q2 2025 and held it in 1 quarter. The position peaked at $453 in Q2 2025. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 19 Schwab US Broad Market ETF shares in Q3 2025, an estimated $453.
  • CarsonAllaria Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Schwab US Broad Market ETF position peaked at $453 in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.