Congress Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Congress Wealth 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	$1.32M	Buy	55,364 +32,897	+146%	+$725K	0.01%	639
2025 Q1	$485K	Sell	22,467 -1,570	-7%	-$35.7K	0.01%	826
2024 Q4	$546K	Sell	24,037 -13,949	-37%	-$319K	0.01%	619
2024 Q3	$842K	Buy	37,986 +375	+1%	+$8.01K	0.01%	541
2024 Q2	$788K	Buy	+37,611	New	+$762K	0.01%	466
2022 Q2	–	Sell	-19,818	Closed	-$353K	–	608
2022 Q1	$353K	Sell	19,818 -14,490	-42%	-$254K	0.01%	482
2021 Q4	$646K	Buy	+34,308	New	+$631K	0.01%	434

Other funds holding SCHB

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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

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

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

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

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return