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Ehrlich Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Ehrlich Financial Group’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 		– Sell
-15,270
Closed -$329K – 117
2025
Q1 		$329K Sell
15,270
-300
-2% -$6.82K 0.24% 79
2024
Q4 		$353K Buy
15,570
+2,496
+19% +$57K 0.25% 77
2024
Q3 		$290K Hold
13,074
– – 0.21% 78
2024
Q2 		$274K Buy
13,074
+450
+4% +$9.12K 0.22% 77
2024
Q1 		$257K Buy
12,624
+150
+1% +$2.9K 0.22% 81
2023
Q4 		$231K Buy
+12,474
New +$215K 0.23% 87

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
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 $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Ehrlich Financial Group's SCHB Position: Q2 2025 in Review

Ehrlich Financial Group sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 15,270 shares — an estimated $329K sold.

Ehrlich Financial Group first reported a position in SCHB in Q4 2023 and held it in 6 quarters. The position peaked at $353K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Ehrlich Financial Group reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 15,270 Schwab US Broad Market ETF shares in Q2 2025, an estimated $329K.
  • Ehrlich Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 6 quarters.
  • Ehrlich Financial Group's Schwab US Broad Market ETF position peaked at $353K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Ehrlich Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.