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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
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 $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

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. 1,170 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.
  • 1,170 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.