Future You Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Future You 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
2025 Q2	$203K	Buy	+8,516	New	+$188K	0.11%	58

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Future You Wealth's SCHB Position: Q2 2025 in Review

Future You Wealth opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2025: 8,516 shares worth $203K. The stake represents 0.11% of the portfolio and ranks #58 among its holdings.

1,212 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

Future You Wealth held 8,516 shares of Schwab US Broad Market ETF worth $203K as of Q2 2025.
Schwab US Broad Market ETF was a new Future You Wealth position in Q2 2025.
Schwab US Broad Market ETF made up 0.11% of Future You Wealth's portfolio in Q2 2025, its #58 holding.
1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.