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

Colorado 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
2026 Q2	$1.26M	Buy	43,678 +115	+0.3%	+$3.22K	0.43%	48
2026 Q1	$1.09M	Buy	43,563 +122	+0.3%	+$3.2K	0.41%	53
2025 Q4	$1.14M	Buy	43,441 +136	+0.3%	+$3.54K	0.43%	50
2025 Q3	$1.11M	Buy	43,305 +252	+0.6%	+$6.24K	0.43%	53
2025 Q2	$1.03M	Hold	43,053	–	–	0.44%	53
2025 Q1	$927K	Sell	43,053 -162	-0.4%	-$3.69K	0.43%	55
2024 Q4	$981K	Buy	43,215 +282	+0.7%	+$6.44K	0.48%	52
2024 Q3	$952K	Buy	42,933 +138	+0.3%	+$2.95K	0.47%	56
2024 Q2	$897K	Hold	42,795	–	–	0.5%	55
2024 Q1	$871K	Buy	+42,795	New	+$828K	0.5%	50

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Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return