Ciovacco Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Ciovacco Capital 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	–	Sell	-12,676	Closed	-$273K	–	26
2025 Q1	$273K	Hold	12,676	–	–	0.19%	17
2024 Q4	$288K	Sell	12,676 -2	-0%	-$46	0.16%	19
2024 Q3	$281K	Buy	+12,678	New	+$271K	0.16%	23
2022 Q2	–	Sell	-37,629	Closed	-$670K	–	26
2022 Q1	$670K	Sell	37,629 -145,875	-79%	-$2.56M	0.59%	11
2021 Q4	$3.46M	Buy	183,504 +7,410	+4%	+$136K	2.08%	9
2021 Q3	$3.05M	Sell	176,094 -83,622	-32%	-$1.49M	2.09%	10
2021 Q2	$4.51M	Sell	259,716 -105,510	-29%	-$1.79M	3.24%	8
2021 Q1	$5.91M	Buy	365,226 +88,158	+32%	+$1.39M	4.8%	7
2020 Q4	$4.2M	Buy	+277,068	New	+$3.95M	3.61%	9

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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 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

Ciovacco Capital Management's SCHB Position: Q2 2025 in Review

Ciovacco Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 12,676 shares — an estimated $273K sold.

Ciovacco Capital Management first reported a position in SCHB in Q4 2020 and held it in 9 quarters. The position peaked at $5.91M in Q1 2021. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

Ciovacco Capital Management reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
Ciovacco Capital Management sold 12,676 Schwab US Broad Market ETF shares in Q2 2025, an estimated $273K.
Ciovacco Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 9 quarters.
Ciovacco Capital Management's Schwab US Broad Market ETF position peaked at $5.91M in Q1 2021.
1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Ciovacco Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.