EFN
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Equita Financial Network’s Schwab US Broad Market ETF SCHB Stock Holding History

Equita Financial Network’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 		$7.25M Sell
288,872
-4,752
-2% -$125K 2.28% 13
2025
Q4 		$7.7M Buy
293,624
+25,226
+9% +$657K 2.32% 12
2025
Q3 		$6.9M Sell
268,398
-1,314
-0.5% -$32.5K 2.33% 11
2025
Q2 		$6.43M Sell
269,712
-7,249
-3% -$160K 2.56% 10
2025
Q1 		$5.96M Buy
276,961
+2,901
+1% +$66K 2.08% 15
2024
Q4 		$6.22M Sell
274,060
-6,869
-2% -$157K 2.25% 15
2024
Q3 		$6.23M Buy
280,929
+1,353
+0.5% +$28.9K 2.28% 15
2024
Q2 		$5.86M Sell
279,576
-54,618
-16% -$1.11M 2.45% 14
2024
Q1 		$6.8M Sell
334,194
-151,857
-31% -$2.94M 3.05% 11
2023
Q4 		$9.02M Buy
486,051
+14,415
+3% +$249K 4.81% 5
2023
Q3 		$7.84M Buy
+471,636
New +$8.16M 4.82% 4

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UBS Group
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Betterment LLC
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R
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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