EFM
SCHB icon

Eley Financial Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Eley Financial Management’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 		$1.71M Buy
68,231
+156
+0.2% +$4.09K 0.62% 42
2025
Q4 		$1.79M Buy
68,075
+1,254
+2% +$32.6K 0.64% 43
2025
Q3 		$1.72M Sell
66,821
-2,682
-4% -$66.4K 0.62% 42
2025
Q2 		$1.66M Buy
69,503
+14,212
+26% +$313K 0.64% 44
2025
Q1 		$1.19M Sell
55,291
-271
-0.5% -$6.17K 0.48% 50
2024
Q4 		$1.26M Sell
55,562
-2,728
-5% -$62.3K 0.49% 46
2024
Q3 		$1.29M Buy
58,290
+165
+0.3% +$3.52K 0.52% 46
2024
Q2 		$1.22M Sell
58,125
-2,580
-4% -$52.3K 0.52% 47
2024
Q1 		$1.24M Sell
60,705
-3,378
-5% -$65.4K 0.53% 48
2023
Q4 		$1.19M Sell
64,083
-60
-0.1% -$1.04K 0.56% 46
2023
Q3 		$1.07M Sell
64,143
-1,785
-3% -$30.9K 0.54% 47
2023
Q2 		$1.14M Buy
65,928
+984
+2% +$16K 0.55% 46
2023
Q1 		$1.04M Sell
64,944
-1,881
-3% -$29.4K 0.54% 50
2022
Q4 		$998K Buy
+66,825
New +$1M 0.54% 53

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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 $1.14B AUM 12.97% 1-Year Est. Return