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CHB Investment Group’s Schwab US Broad Market ETF SCHB Stock Holding History

CHB Investment Group’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 		$3.07M Sell
128,938
-90
-0.1% -$1.98K 1.57% 34
2025
Q1 		$2.78M Sell
129,028
-6,770
-5% -$154K 1.48% 26
2024
Q4 		$3.08M Sell
135,798
-8,499
-6% -$194K 1.67% 10
2024
Q3 		$3.2M Buy
+144,297
New +$3.08M 1.7% 9

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
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 $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

CHB Investment Group's SCHB Position: Q2 2025 in Review

CHB Investment Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0.07% in Q2 2025, selling an estimated $1.98K and leaving 128,938 shares worth $3.07M. The position accounts for 1.57% of the portfolio, ranked #34.

CHB Investment Group first reported a position in SCHB in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.2M in Q3 2024. 1,212 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • CHB Investment Group held 128,938 shares of Schwab US Broad Market ETF worth $3.07M as of Q2 2025.
  • CHB Investment Group sold 90 Schwab US Broad Market ETF shares in Q2 2025, an estimated $1.98K.
  • Schwab US Broad Market ETF made up 1.57% of CHB Investment Group's portfolio in Q2 2025, its #34 holding.
  • CHB Investment Group first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's Schwab US Broad Market ETF position peaked at $3.2M in Q3 2024.
  • 1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.