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

Crowley 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
Q4 		– Sell
-13,100
Closed -$337K – 283
2025
Q3 		$337K Buy
13,100
+5,050
+63% +$125K 0.27% 59
2025
Q2 		$192K Buy
+8,050
New +$177K 0.17% 74
2025
Q1 		– Sell
-180
Closed -$4.09K – 433
2024
Q4 		$4.09K Buy
+180
New +$4.11K ﹤0.01% 322

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Crowley Wealth Management's SCHB Position: Q4 2025 in Review

Crowley Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 13,100 shares — an estimated $337K sold.

Crowley Wealth Management first reported a position in SCHB in Q4 2024 and held it in 3 quarters. The position peaked at $337K in Q3 2025. 1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Crowley Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 13,100 Schwab US Broad Market ETF shares in Q4 2025, an estimated $337K.
  • Crowley Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 3 quarters.
  • Crowley Wealth Management's Schwab US Broad Market ETF position peaked at $337K in Q3 2025.
  • 1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.