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

GeoWealth 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 		$5.16M Buy
205,551
+88,781
+76% +$2.33M 0.19% 70
2025
Q4 		$3.06M Buy
116,770
+16,727
+17% +$435K 0.11% 115
2025
Q3 		$2.57M Buy
100,043
+388
+0.4% +$9.6K 0.09% 142
2025
Q2 		$2.37M Buy
99,655
+13,515
+16% +$298K 0.09% 132
2025
Q1 		$1.85M Sell
86,140
-9,425
-10% -$214K 0.07% 154
2024
Q4 		$2.17M Buy
95,565
+80,031
+515% +$1.83M 0.07% 177
2024
Q3 		$344K Buy
+15,534
New +$332K 0.01% 566
2024
Q2 		– Sell
-47,886
Closed -$975K – 937
2024
Q1 		$975K Buy
47,886
+29,286
+157% +$567K 0.04% 299
2023
Q4 		$345K Buy
+18,600
New +$321K 0.03% 391

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Betterment LLC
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R
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SCM
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UBS AM
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HighTower Advisors
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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