Foster Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Foster Group’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 Q2	$3.29M	Sell	113,474 -1,214	-1%	-$34K	0.09%	67
2026 Q1	$2.88M	Buy	114,688 +11,818	+11%	+$310K	0.09%	70
2025 Q4	$2.7M	Buy	102,870 +1,337	+1%	+$34.8K	0.08%	70
2025 Q3	$2.61M	Buy	101,533 +893	+0.9%	+$22.1K	0.08%	69
2025 Q2	$2.4M	Buy	100,640 +4,291	+4%	+$94.5K	0.08%	66
2025 Q1	$2.07M	Buy	96,349 +777	+0.8%	+$17.7K	0.08%	65
2024 Q4	$2.17M	Sell	95,572 -4,466	-4%	-$102K	0.08%	60
2024 Q3	$2.22M	Buy	100,038 +1,659	+2%	+$35.4K	0.08%	61
2024 Q2	$2.06M	Hold	98,379	–	–	0.08%	64
2024 Q1	$2M	Buy	98,379 +11,010	+13%	+$213K	0.1%	59
2023 Q4	$1.45M	Hold	87,369	–	–	0.09%	59
2023 Q3	$1.45M	Sell	87,369 -5,427	-6%	-$93.9K	0.09%	59
2023 Q2	$1.6M	Buy	92,796 +135	+0.1%	+$2.2K	0.1%	56
2023 Q1	$1.48M	Buy	92,661 +4,197	+5%	+$65.6K	0.09%	57
2022 Q4	$1.32M	Sell	88,464 -2,250	-2%	-$33.8K	0.1%	54
2022 Q3	$1.27M	Buy	90,714 +2,313	+3%	+$36K	0.1%	53
2022 Q2	$1.3M	Buy	88,401 +7,167	+9%	+$115K	0.09%	54
2022 Q1	$1.45M	Buy	81,234 +18,012	+28%	+$316K	0.12%	48
2021 Q4	$1.19M	Sell	63,222 -15,336	-20%	-$282K	0.1%	51
2021 Q3	$1.36M	Buy	78,558 +126	+0.2%	+$2.24K	0.13%	39
2021 Q2	$1.36M	Buy	78,432 +3,894	+5%	+$65.9K	0.16%	36
2021 Q1	$1.2M	Buy	74,538 +26,214	+54%	+$413K	0.19%	32
2020 Q4	$731K	Buy	+48,324	New	+$688K	0.14%	44

Other funds holding SCHB

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return