FFA
SCHB icon

Founders Financial Alliance’s Schwab US Broad Market ETF SCHB Stock Holding History

Founders Financial Alliance’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 		$299K Buy
11,929
+28
+0.2% +$735 0.05% 296
2025
Q4 		$312K Buy
11,901
+20
+0.2% +$521 0.06% 271
2025
Q3 		$305K Buy
11,881
+19
+0.2% +$470 0.06% 285
2025
Q2 		$283K Buy
11,862
+49
+0.4% +$1.08K 0.06% 265
2025
Q1 		$254K Buy
11,813
+713
+6% +$16.2K 0.06% 287
2024
Q4 		$252K Sell
11,100
-42
-0.4% -$959 0.07% 242
2024
Q3 		$247K Hold
11,142
– – 0.07% 249
2024
Q2 		$233K Buy
11,142
+11,100
+26,429% +$225K 0.07% 246
2024
Q1 		$855 Buy
+42
New +$813 ﹤0.01% 549

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UBS Group
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Betterment LLC
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R
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
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
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