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FSM Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

FSM Wealth 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
2026
Q1 		$1.68M Buy
66,819
+70
+0.1% +$1.84K 0.22% 61
2025
Q4 		$1.75M Buy
66,749
+68
+0.1% +$1.77K 0.24% 58
2025
Q3 		$1.71M Buy
66,681
+63
+0.1% +$1.56K 0.24% 65
2025
Q2 		$1.6M Buy
66,618
+2,364
+4% +$52.1K 0.26% 58
2025
Q1 		$1.38M Sell
64,254
-4,707
-7% -$107K 0.31% 45
2024
Q4 		$1.58M Buy
68,961
+72
+0.1% +$1.65K 0.39% 44
2024
Q3 		$1.53M Buy
68,889
+20,379
+42% +$435K 0.41% 42
2024
Q2 		$1.02M Hold
48,510
– – 0.34% 51
2024
Q1 		$987K Buy
48,510
+4,770
+11% +$92.3K 0.35% 50
2023
Q4 		$812K Hold
43,740
– – 0.35% 53
2023
Q3 		$727K Hold
43,740
– – 0.37% 53
2023
Q2 		$755K Hold
43,740
– – 0.38% 56
2023
Q1 		$698K Buy
43,740
+9,000
+26% +$141K 0.4% 59
2022
Q4 		$519K Hold
34,740
– – 0.37% 69
2022
Q3 		$486K Buy
+34,740
New +$540K 0.4% 68

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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