Focus Partners Wealth
SCHB icon

Focus Partners Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Focus Partners Wealth’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 		$66.6M Buy
2,654,159
+28,106
+1% +$738K 0.07% 238
2025
Q4 		$68.9M Buy
2,626,053
+1,485,838
+130% +$38.7M 0.08% 227
2025
Q3 		$29.3M Sell
1,140,215
-109,821
-9% -$2.72M 0.05% 317
2025
Q2 		$29.8M Buy
1,250,036
+134,464
+12% +$2.96M 0.06% 274
2025
Q1 		$24M Buy
1,115,572
+9,293
+0.8% +$211K 0.06% 285
2024
Q4 		$25.1M Buy
1,106,279
+581,081
+111% +$13.3M 0.07% 275
2024
Q3 		$11.6M Sell
525,198
-39,582
-7% -$845K 0.04% 377
2024
Q2 		$11.8M Buy
564,780
+389,187
+222% +$7.89M 0.04% 345
2024
Q1 		$3.57M Buy
175,593
+24,255
+16% +$469K 0.03% 385
2023
Q4 		$2.81M Buy
+151,338
New +$2.61M 0.04% 310

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