First Horizon Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

First Horizon Advisors’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 Q2	$48.9K	Buy	2,051 +6	+0.3%	+$132	﹤0.01%	1016
2025 Q1	$44K	Sell	2,045 -282	-12%	-$6.42K	﹤0.01%	989
2024 Q4	$52.8K	Buy	2,327 +296	+15%	+$6.76K	﹤0.01%	926
2024 Q3	$45.1K	Buy	2,031 +12	+0.6%	+$256	﹤0.01%	1033
2024 Q2	$42.3K	Hold	2,019	–	–	﹤0.01%	984
2024 Q1	$41.1K	Buy	2,019 +6	+0.3%	+$116	﹤0.01%	1045
2023 Q4	$37.4K	Buy	2,013 +9	+0.4%	+$155	﹤0.01%	1073
2023 Q3	$33.3K	Buy	2,004 +99	+5%	+$1.71K	﹤0.01%	1036
2023 Q2	$32.9K	Hold	1,905	–	–	﹤0.01%	1069
2023 Q1	$30.4K	Hold	1,905	–	–	﹤0.01%	1113
2022 Q4	$28.5K	Hold	1,905	–	–	﹤0.01%	1120
2022 Q3	$26K	Hold	1,905	–	–	﹤0.01%	1128
2022 Q2	$28K	Buy	+1,905	New	+$30.6K	﹤0.01%	1160
2022 Q1	–	Sell	-1,902	Closed	-$35K	–	2204
2021 Q4	$35K	Hold	1,902	–	–	﹤0.01%	1073
2021 Q3	$33K	Hold	1,902	–	–	﹤0.01%	1078
2021 Q2	$33K	Hold	1,902	–	–	﹤0.01%	927
2021 Q1	$30K	Buy	1,902 +6	+0.3%	+$95	﹤0.01%	927
2020 Q4	$28K	Buy	1,896 +6	+0.3%	+$85	﹤0.01%	790
2020 Q3	$25K	Buy	1,890 +12	+0.6%	+$158	﹤0.01%	750
2020 Q2	$23K	Sell	1,878 -450	-19%	-$5.19K	﹤0.01%	755
2020 Q1	$23K	Buy	2,328 +858	+58%	+$10.4K	﹤0.01%	685
2019 Q4	$18K	Buy	1,470 +6	+0.4%	+$74	﹤0.01%	903
2019 Q3	$17K	Buy	+1,464	New	+$17.3K	﹤0.01%	909

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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 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

First Horizon Advisors's SCHB Position: Q2 2025 in Review

First Horizon Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.29% in Q2 2025, buying an estimated $132 and bringing the position to 2,051 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

First Horizon Advisors first reported a position in SCHB in Q3 2019 and has held it in 23 quarters since. The position peaked at $52.8K in Q4 2024. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

First Horizon Advisors held 2,051 shares of Schwab US Broad Market ETF worth $48.9K as of Q2 2025.
First Horizon Advisors bought 6 Schwab US Broad Market ETF shares in Q2 2025, an estimated $132.
Schwab US Broad Market ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1016 holding.
First Horizon Advisors first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 23 quarters since.
First Horizon Advisors's Schwab US Broad Market ETF position peaked at $52.8K in Q4 2024.
1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.