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

Financial Services Advisory’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
Q1 		– Sell
-1,097,994
Closed -$24.9M – 55
2024
Q4 		$24.9M Sell
1,097,994
-20,064
-2% -$458K 5.85% 4
2024
Q3 		$24.8M Buy
1,118,058
+524,238
+88% +$11.2M 5.99% 5
2024
Q2 		$12.4M Sell
593,820
-648,888
-52% -$13.1M 3.41% 12
2024
Q1 		$25.3M Sell
1,242,708
-24,258
-2% -$469K 6.29% 4
2023
Q4 		$23.5M Buy
+1,266,966
New +$21.9M 6.72% 3
2020
Q1 		– Sell
-1,201,572
Closed -$15.4M – 27
2019
Q4 		$15.4M Sell
1,201,572
-27,540
-2% -$338K 6.36% 4
2019
Q3 		$14.5M Buy
1,229,112
+477,774
+64% +$5.65M 9.63% 2
2019
Q2 		$8.83M Sell
751,338
-792,336
-51% -$9.15M 5.76% 6
2019
Q1 		$17.5M Buy
+1,543,674
New +$16.9M 15.09% 1
2018
Q4 		– Sell
-311,022
Closed -$3.65M – 15
2018
Q3 		$3.65M Buy
311,022
+206,454
+197% +$2.38M 2.44% 13
2018
Q2 		$1.15M Buy
+104,568
New +$1.14M 0.99% 15

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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 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 $15.5B AUM 18.35% 1-Year Est. Return

Financial Services Advisory's SCHB Position: Q1 2025 in Review

Financial Services Advisory sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 1,097,994 shares — an estimated $24.9M sold.

Financial Services Advisory first reported a position in SCHB in Q2 2018 and held it in 11 quarters. The position peaked at $25.3M in Q1 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Financial Services Advisory reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Services Advisory sold 1,097,994 Schwab US Broad Market ETF shares in Q1 2025, an estimated $24.9M.
  • Financial Services Advisory first reported a position in Schwab US Broad Market ETF in Q2 2018 and held it in 11 quarters.
  • Financial Services Advisory's Schwab US Broad Market ETF position peaked at $25.3M in Q1 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Financial Services Advisory's 13F filing for Q1 2025, filed 12 May 2025.