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EWG Elevate’s Schwab US Broad Market ETF SCHB Stock Holding History

EWG Elevate’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
Q3 		$681K Sell
26,470
-9,320
-26% -$231K 0.21% 73
2025
Q2 		$853K Sell
35,790
-283
-0.8% -$6.23K 0.26% 77
2025
Q1 		$777K Sell
36,073
-75,299
-68% -$1.71M 0.29% 60
2024
Q4 		$2.53M Sell
111,372
-6,291
-5% -$144K 0.77% 38
2024
Q3 		$2.61M Sell
117,663
-325,854
-73% -$6.96M 1.05% 25
2024
Q2 		$9.29M Sell
443,517
-8,697
-2% -$176K 3.4% 5
2024
Q1 		$9.2M Sell
452,214
-126,549
-22% -$2.45M 3.5% 4
2023
Q4 		$10.7M Buy
578,763
+105,315
+22% +$1.82M 4.46% 3
2023
Q3 		$7.87M Sell
473,448
-12,687
-3% -$220K 3.56% 7
2023
Q2 		$8.38M Sell
486,135
-6,597
-1% -$108K 3.47% 5
2023
Q1 		$7.86M Sell
492,732
-972,177
-66% -$15.2M 3.35% 6
2022
Q4 		$21.9M Buy
1,464,909
+30,222
+2% +$454K 11.02% 1
2022
Q3 		$20.1M Buy
1,434,687
+1,383
+0.1% +$21.5K 11.32% 1
2022
Q2 		$21.1M Buy
1,433,304
+59,199
+4% +$950K 10.27% 1
2022
Q1 		$24.5M Buy
1,374,105
+63,627
+5% +$1.12M 9.6% 1
2021
Q4 		$24.7M Buy
1,310,478
+47,766
+4% +$879K 12.12% 1
2021
Q3 		$21.9M Buy
1,262,712
+35,232
+3% +$627K 9.04% 1
2021
Q2 		$21.4M Sell
1,227,480
-34,278
-3% -$580K 8.31% 1
2021
Q1 		$20.3M Buy
1,261,758
+21,894
+2% +$345K 9% 1
2020
Q4 		$18.8M Sell
1,239,864
-2,778
-0.2% -$39.6K 8.65% 1
2020
Q3 		$16.5M Buy
1,242,642
+10,668
+0.9% +$140K 9.6% 1
2020
Q2 		$15.1M Sell
1,231,974
-52,392
-4% -$604K 10.19% 1
2020
Q1 		$12.9M Buy
1,284,366
+470,736
+58% +$5.7M 9.78% 1
2019
Q4 		$10.4M Buy
+813,630
New +$9.98M 5.65% 5

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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 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 $17.8B AUM 24.16% 1-Year Est. Return

EWG Elevate's SCHB Position: Q3 2025 in Review

EWG Elevate reduced its Schwab US Broad Market ETF (SCHB) stake by 26% in Q3 2025, selling an estimated $231K and leaving 26,470 shares worth $681K. The position accounts for 0.21% of the portfolio, ranked #73.

EWG Elevate first reported a position in SCHB in Q4 2019 and has held it in 24 quarters since. The position peaked at $24.7M in Q4 2021. 1,211 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • EWG Elevate held 26,470 shares of Schwab US Broad Market ETF worth $681K as of Q3 2025.
  • EWG Elevate sold 9,320 Schwab US Broad Market ETF shares in Q3 2025, an estimated $231K.
  • Schwab US Broad Market ETF made up 0.21% of EWG Elevate's portfolio in Q3 2025, its #73 holding.
  • EWG Elevate first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 24 quarters since.
  • EWG Elevate's Schwab US Broad Market ETF position peaked at $24.7M in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.