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

EverSource Wealth Advisors’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	$1.14M	Sell	45,398 -2,400	-5%	-$63K	0.03%	349
2025 Q4	$1.25M	Sell	47,798 -3,083	-6%	-$80.3K	0.05%	284
2025 Q3	$1.31M	Buy	50,881 +43,876	+626%	+$1.09M	0.05%	255
2025 Q2	$167K	Hold	7,005	–	–	0.01%	943
2025 Q1	$151K	Hold	7,005	–	–	0.01%	766
2024 Q4	$159K	Buy	7,005 +75	+1%	+$1.71K	0.01%	744
2024 Q3	$154K	Hold	6,930	–	–	0.01%	646
2024 Q2	$148K	Buy	6,930 +5,256	+314%	+$106K	0.01%	666
2024 Q1	$32.6K	Sell	1,674 -168	-9%	-$3.25K	﹤0.01%	1156
2023 Q4	$34.2K	Buy	1,842 +168	+10%	+$2.9K	﹤0.01%	1043
2023 Q3	$27.8K	Sell	1,674 -8,592	-84%	-$149K	﹤0.01%	1011
2023 Q2	$177K	Buy	10,266 +7,200	+235%	+$117K	0.02%	428
2023 Q1	$48.9K	Sell	3,066 -144	-4%	-$2.25K	0.01%	802
2022 Q4	$47.9K	Buy	3,210 +2,640	+463%	+$39.7K	0.01%	780
2022 Q3	$8K	Sell	570 -48	-8%	-$747	﹤0.01%	1209
2022 Q2	$9K	Buy	618 +12	+2%	+$193	﹤0.01%	1083
2022 Q1	$11K	Sell	606 -24	-4%	-$421	﹤0.01%	945
2021 Q4	$12K	Buy	+630	New	+$11.6K	﹤0.01%	902

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return