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Columbia Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Columbia Asset 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
Q1 		– Sell
-9,693
Closed -$220K – 267
2024
Q4 		$220K Buy
+9,693
New +$221K 0.04% 194

Other funds holding SCHB

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 $1.94B AUM 22.01% 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 $901M AUM 21.04% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Columbia Asset Management's SCHB Position: Q1 2025 in Review

Columbia Asset Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 9,693 shares — an estimated $220K sold.

Columbia Asset Management first reported a position in SCHB in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Columbia Asset Management reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Columbia Asset Management sold 9,693 Schwab US Broad Market ETF shares in Q1 2025, an estimated $220K.
  • Columbia Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 1 quarter.
  • Columbia Asset Management's Schwab US Broad Market ETF position peaked at $220K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Columbia Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.