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

Evoke 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
2026
Q1 		$449K Buy
17,901
+7
+0% +$184 0.01% 434
2025
Q4 		$469K Buy
17,894
+140
+0.8% +$3.65K 0.01% 411
2025
Q3 		$456K Hold
17,754
– – 0.01% 382
2025
Q2 		$423K Sell
17,754
-1,752
-9% -$38.6K 0.01% 377
2025
Q1 		$420K Sell
19,506
-492
-2% -$11.2K 0.01% 293
2024
Q4 		$454K Hold
19,998
– – 0.01% 278
2024
Q3 		$443K Buy
+19,998
New +$427K 0.01% 271
2024
Q2 		– Sell
-19,998
Closed -$407K – 330
2024
Q1 		$407K Buy
+19,998
New +$387K 0.01% 287
2023
Q4 		– Sell
-626,616
Closed -$10.4M – 301
2023
Q3 		$10.4M Buy
626,616
+608,862
+3,429% +$10.5M 0.37% 33
2023
Q2 		$306K Hold
17,754
– – 0.01% 285
2023
Q1 		$283K Hold
17,754
– – 0.01% 279
2022
Q4 		$265K Hold
17,754
– – 0.01% 298
2022
Q3 		$248K Buy
17,754
+13,734
+342% +$214K 0.01% 288
2022
Q2 		$59K Sell
4,020
-14,307
-78% -$230K ﹤0.01% 495
2022
Q1 		$326K Buy
+18,327
New +$322K 0.01% 278

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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