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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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 $1.55B AUM 29.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWM

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

Congress Wealth Management's SCHB Position: Q2 2025 in Review

Congress Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 146% in Q2 2025, buying an estimated $725K and bringing the position to 55,364 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #639.

Congress Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 7 quarters since. 1,212 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

Congress Wealth Management held 55,364 shares of Schwab US Broad Market ETF worth $1.32M as of Q2 2025.
Congress Wealth Management bought 32,897 Schwab US Broad Market ETF shares in Q2 2025, an estimated $725K.
Schwab US Broad Market ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #639 holding.
Congress Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 7 quarters since.
1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.