FFT Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

FFT Wealth Management’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	$9.38M	Sell	373,629 -12	-0%	-$315	1.7%	13
2025 Q4	$9.8M	Sell	373,641 -10,848	-3%	-$282K	1.87%	12
2025 Q3	$9.89M	Buy	384,489 +59,094	+18%	+$1.46M	1.82%	13
2025 Q2	$7.93M	Sell	325,395 -16,318	-5%	-$359K	1.56%	14
2025 Q1	$7.36M	Sell	341,713 -107,155	-24%	-$2.44M	1.54%	15
2024 Q4	$10.2M	Buy	448,868 +167,234	+59%	+$3.82M	0.77%	16
2024 Q3	$6.24M	Buy	281,634 +12,204	+5%	+$261K	0.47%	29
2024 Q2	$5.65M	Sell	269,430 -19,242	-7%	-$390K	0.5%	27
2024 Q1	$5.87M	Sell	288,672 -4,609,767	-94%	-$89.2M	0.51%	24
2023 Q4	$90.9M	Buy	4,898,439 +118,824	+2%	+$2.05M	7.87%	4
2023 Q3	$79.4M	Buy	4,779,615 +17,553	+0.4%	+$304K	10.22%	3
2023 Q2	$82.1M	Buy	4,762,062 +15,834	+0.3%	+$258K	10.2%	3
2023 Q1	$75.7M	Buy	4,746,228 +105,087	+2%	+$1.64M	9.4%	3
2022 Q4	$69.3M	Buy	4,641,141 +51,741	+1%	+$778K	8.89%	5
2022 Q3	$64.2M	Buy	4,589,400 +19,743	+0.4%	+$307K	8.97%	4
2022 Q2	$67.3M	Buy	4,569,657 +38,367	+0.8%	+$616K	7.5%	5
2022 Q1	$80.6M	Buy	4,531,290 +41,862	+0.9%	+$735K	7.71%	3
2021 Q4	$84.6M	Buy	4,489,428 +57,660	+1%	+$1.06M	7.58%	3
2021 Q3	$76.7M	Buy	+4,431,768	New	+$78.8M	7.24%	3

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