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Edge Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Edge Financial Advisors’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 		$721K Sell
27,492
-153
-0.6% -$3.98K 0.3% 66
2025
Q3 		$711K Sell
27,645
-145
-0.5% -$3.59K 0.32% 66
2025
Q2 		$662K Buy
+27,790
New +$612K 0.35% 49

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

Edge Financial Advisors's SCHB Position: Q4 2025 in Review

Edge Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.55% in Q4 2025, selling an estimated $3.98K and leaving 27,492 shares worth $721K. The position accounts for 0.3% of the portfolio, ranked #66.

Edge Financial Advisors first reported a position in SCHB in Q2 2025 and has held it in 3 quarters since. 1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Edge Financial Advisors held 27,492 shares of Schwab US Broad Market ETF worth $721K as of Q4 2025.
  • Edge Financial Advisors sold 153 Schwab US Broad Market ETF shares in Q4 2025, an estimated $3.98K.
  • Schwab US Broad Market ETF made up 0.3% of Edge Financial Advisors's portfolio in Q4 2025, its #66 holding.
  • Edge Financial Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.