Columbia Advisory Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Columbia Advisory Partners’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 Q1	–	Sell	-11,291	Closed	-$256K	–	75
2024 Q4	$256K	Buy	+11,291	New	+$258K	0.24%	57
2024 Q1	–	Sell	-23,157	Closed	-$430K	–	63
2023 Q4	$430K	Buy	23,157 +10,155	+78%	+$175K	0.44%	33
2023 Q3	$216K	Sell	13,002 -735	-5%	-$12.7K	0.24%	55
2023 Q2	$237K	Hold	13,737	–	–	0.25%	49
2023 Q1	$219K	Sell	13,737 -2,514	-15%	-$39.3K	0.21%	52
2022 Q4	$243K	Sell	16,251 -318	-2%	-$4.78K	0.23%	54
2022 Q3	$232K	Buy	+16,569	New	+$258K	0.28%	40
2022 Q1	–	Sell	-24,828	Closed	-$468K	–	65
2021 Q4	$468K	Buy	+24,828	New	+$457K	0.47%	20

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 $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Columbia Advisory Partners's SCHB Position: Q1 2025 in Review

Columbia Advisory Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 11,291 shares — an estimated $256K sold.

Columbia Advisory Partners first reported a position in SCHB in Q4 2021 and held it in 8 quarters. The position peaked at $468K in Q4 2021. 1,171 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

Columbia Advisory Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
Columbia Advisory Partners sold 11,291 Schwab US Broad Market ETF shares in Q1 2025, an estimated $256K.
Columbia Advisory Partners first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 8 quarters.
Columbia Advisory Partners's Schwab US Broad Market ETF position peaked at $468K in Q4 2021.
1,171 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Columbia Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.