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

Element Wealth’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 Q1	–	Sell	-252	Closed	-$5.71K	–	256
2024 Q4	$5.71K	Sell	252 -6	-2%	-$137	﹤0.01%	258
2024 Q3	$5.7K	Buy	258 +39	+18%	+$833	﹤0.01%	255
2024 Q2	$4.6K	Hold	219	–	–	﹤0.01%	264
2024 Q1	$4.47K	Buy	219 +72	+49%	+$1.39K	﹤0.01%	248
2023 Q4	$2.73K	Sell	147 -14,442	-99%	-$249K	﹤0.01%	246
2023 Q3	$242K	Buy	14,589 +2,073	+17%	+$35.9K	0.17%	104
2023 Q2	$216K	Buy	12,516 +2,040	+19%	+$33.3K	0.15%	118
2023 Q1	$167K	Buy	10,476 +2,058	+24%	+$32.2K	0.12%	122
2022 Q4	$126K	Buy	8,418 +2,193	+35%	+$33K	0.1%	125
2022 Q3	$87K	Buy	6,225 +5,253	+540%	+$81.7K	0.08%	130
2022 Q2	$14K	Buy	+972	New	+$15.6K	0.01%	158

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 $1.94B AUM 8.87% 1-Year Est. Return

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

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

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

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Element Wealth's SCHB Position: Q1 2025 in Review

Element Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 252 shares — an estimated $5.71K sold.

Element Wealth first reported a position in SCHB in Q2 2022 and held it in 11 quarters. The position peaked at $242K in Q3 2023. 1,174 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

Element Wealth reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 252 Schwab US Broad Market ETF shares in Q1 2025, an estimated $5.71K.
Element Wealth first reported a position in Schwab US Broad Market ETF in Q2 2022 and held it in 11 quarters.
Element Wealth's Schwab US Broad Market ETF position peaked at $242K in Q3 2023.
1,174 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.