FF
SCHB icon

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

Farrow Financial’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 		$2.67M Buy
106,388
+23,103
+28% +$606K 1.52% 25
2025
Q4 		$2.18M Buy
83,285
+26,673
+47% +$694K 1.26% 35
2025
Q3 		$1.46M Buy
56,612
+17,820
+46% +$441K 0.84% 37
2025
Q2 		$924K Buy
38,792
+3,678
+10% +$81K 0.56% 39
2025
Q1 		$756K Sell
35,114
-1,708
-5% -$38.9K 0.51% 38
2024
Q4 		$839K Sell
36,822
-1,935
-5% -$44.2K 0.54% 38
2024
Q3 		$859K Sell
38,757
-786
-2% -$16.8K 0.54% 40
2024
Q2 		$829K Hold
39,543
– – 0.56% 41
2024
Q1 		$805K Sell
39,543
-1,830
-4% -$35.4K 0.56% 44
2023
Q4 		$768K Buy
+41,373
New +$715K 0.58% 43

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