CSWM
SCHB icon

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

Cassady Schiller 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
2024
Q4 		$5.15M Sell
226,960
-2
-0% -$46 1.89% 8
2024
Q3 		$5.03M Sell
226,962
-402
-0.2% -$8.58K 1.84% 11
2024
Q2 		$4.76M Sell
227,364
-8,220
-3% -$167K 1.94% 9
2024
Q1 		$4.79M Sell
235,584
-5,463
-2% -$106K 2.14% 8
2023
Q4 		$4.47M Sell
241,047
-3,120
-1% -$53.9K 2.24% 8
2023
Q3 		$4.06M Hold
244,167
– – 2.25% 9
2023
Q2 		$4.21M Buy
244,167
+5,760
+2% +$93.9K 2.29% 8
2023
Q1 		$3.8M Hold
238,407
– – 1.79% 10
2022
Q4 		$3.56M Sell
238,407
-87
-0% -$1.31K 2.19% 8
2022
Q3 		$3.34M Sell
238,494
-2,355
-1% -$36.6K 1.93% 10
2022
Q2 		$3.55M Sell
240,849
-774
-0.3% -$12.4K 1.87% 10
2022
Q1 		$4.3M Sell
241,623
-1,437
-0.6% -$25.2K 2.07% 10
2021
Q4 		$4.58M Buy
+243,060
New +$4.47M 2.76% 9

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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 $1.76B AUM 18.21% 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 $807M AUM 18.59% 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

Cassady Schiller Wealth Management's SCHB Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0% in Q4 2024, selling an estimated $46 and leaving 226,960 shares worth $5.15M. The position accounts for 1.89% of the portfolio, ranked #8.

Cassady Schiller Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 13 quarters since. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Cassady Schiller Wealth Management held 226,960 shares of Schwab US Broad Market ETF worth $5.15M as of Q4 2024.
  • Cassady Schiller Wealth Management sold 2 Schwab US Broad Market ETF shares in Q4 2024, an estimated $46.
  • Schwab US Broad Market ETF made up 1.89% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #8 holding.
  • Cassady Schiller Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.