Forum Financial Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Forum Financial 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	$766K	Sell	30,502 -3,065	-9%	-$80.4K	0.01%	148
2025 Q4	$880K	Buy	33,567 +2,034	+6%	+$52.9K	0.01%	275
2025 Q3	$811K	Buy	31,533 +4	+0%	+$99	0.01%	288
2025 Q2	$751K	Buy	31,529 +1,345	+4%	+$29.6K	0.01%	281
2025 Q1	$650K	Buy	30,184 +9,704	+47%	+$221K	0.01%	287
2024 Q4	$465K	Buy	20,480 +491	+2%	+$11.2K	0.01%	401
2024 Q3	$443K	Buy	19,989 +324	+2%	+$6.92K	0.01%	373
2024 Q2	$412K	Buy	19,665 +2,106	+12%	+$42.7K	0.01%	369
2024 Q1	$357K	Buy	17,559 +6	+0%	+$116	0.01%	438
2023 Q4	$326K	Buy	17,553 +6	+0%	+$104	0.01%	423
2023 Q3	$292K	Sell	17,547 -1,779	-9%	-$30.8K	0.01%	429
2023 Q2	$333K	Sell	19,326 -1,200	-6%	-$19.6K	0.01%	400
2023 Q1	$327K	Sell	20,526 -6,156	-23%	-$96.3K	0.01%	375
2022 Q4	$399K	Buy	26,682 +3,924	+17%	+$59K	0.01%	310
2022 Q3	$319K	Hold	22,758	–	–	0.02%	325
2022 Q2	$335K	Sell	22,758 -3,990	-15%	-$64K	0.02%	324
2022 Q1	$476K	Sell	26,748 -510	-2%	-$8.95K	0.02%	247
2021 Q4	$513K	Buy	+27,258	New	+$501K	0.03%	242

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