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FWP
Firethorn Wealth Partners’s
Schwab US Broad Market ETF
SCHB
Stock Holding History
Firethorn Wealth Partners’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
$1.32M
Sell
52,546
-153
-0.3%
-$4.01K
0.48%
51
2025
Q4
$1.38M
Sell
52,699
-1,924
-4%
-$50.1K
0.52%
43
2025
Q3
$1.4M
Sell
54,623
-2,864
-5%
-$70.9K
0.55%
37
2025
Q2
$1.37M
Sell
57,487
-401
-0.7%
-$8.83K
0.59%
36
2025
Q1
$1.25M
Buy
57,888
+743
+1%
+$16.9K
0.59%
35
2024
Q4
$1.3M
Buy
57,145
+526
+0.9%
+$12K
0.64%
33
2024
Q3
$1.26M
Buy
56,619
+3,159
+6%
+$67.4K
0.64%
33
2024
Q2
$1.12M
Sell
53,460
-240
-0.4%
-$4.86K
0.63%
36
2024
Q1
$1.09M
Buy
53,700
+111
+0.2%
+$2.15K
0.64%
35
2023
Q4
$994K
Buy
53,589
+2,859
+6%
+$49.4K
0.65%
35
2023
Q3
$843K
Buy
50,730
+108
+0.2%
+$1.87K
0.65%
32
2023
Q2
$872K
Buy
50,622
+102
+0.2%
+$1.66K
0.65%
32
2023
Q1
$814K
Buy
50,520
+105
+0.2%
+$1.64K
0.64%
32
2022
Q4
$753K
Sell
50,415
-777
-2%
-$11.7K
0.64%
34
2022
Q3
$716K
Sell
51,192
-1,116
-2%
-$17.4K
0.67%
32
2022
Q2
$841K
Sell
52,308
-114
-0.2%
-$1.83K
0.68%
31
2022
Q1
$933K
Sell
52,422
-10,236
-16%
-$180K
0.71%
31
2021
Q4
$1.18M
Buy
+62,658
New
+$1.15M
0.89%
23
2021
Q2
$1.08M
Sell
62,136
-4,308
-6%
-$72.9K
0.9%
25
2021
Q1
$1.07M
Sell
66,444
-20,346
-23%
-$321K
1%
23
2020
Q4
$1.32M
Buy
+86,790
New
+$1.24M
1.42%
21
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$45.6B AUM
18.83%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
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
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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