DB Fitzpatrick & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

DB Fitzpatrick & Co’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
2026 Q1	$255K	Buy	10,167 +347	+4%	+$9.11K	0.22%	52
2025 Q4	$258K	Buy	9,820 +235	+2%	+$6.12K	0.23%	51
2025 Q3	$246K	Buy	9,585 +210	+2%	+$5.2K	0.22%	52
2025 Q2	$223K	Buy	9,375 +212	+2%	+$4.67K	0.2%	58
2025 Q1	$197K	Buy	9,163 +363	+4%	+$8.26K	0.19%	57
2024 Q4	$200K	Buy	8,800 +259	+3%	+$5.92K	0.18%	57
2024 Q3	$189K	Buy	8,541 +27	+0.3%	+$576	0.17%	55
2024 Q2	$178K	Buy	8,514 +237	+3%	+$4.8K	0.17%	57
2024 Q1	$168K	Sell	8,277 -36	-0.4%	-$697	0.15%	59
2023 Q4	$154K	Buy	8,313 +258	+3%	+$4.46K	0.15%	59
2023 Q3	$134K	Sell	8,055 -5,376	-40%	-$93K	0.14%	55
2023 Q2	$231K	Buy	13,431 +1,965	+17%	+$32K	0.24%	54
2023 Q1	$183K	Sell	11,466 -1,032	-8%	-$16.1K	0.2%	52
2022 Q4	$187K	Buy	12,498 +66	+0.5%	+$992	0.21%	55
2022 Q3	$174K	Sell	12,432 -918	-7%	-$14.3K	0.21%	53
2022 Q2	$197K	Buy	13,350 +30	+0.2%	+$482	0.22%	56
2022 Q1	$237K	Hold	13,320	–	–	0.24%	54
2021 Q4	$251K	Buy	+13,320	New	+$245K	0.23%	57

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return