Glassman Wealth Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Glassman Wealth Services’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	$140K	Sell	5,579 -3,331	-37%	-$87.4K	0.02%	82
2025 Q4	$234K	Hold	8,910	–	–	0.03%	71
2025 Q3	$229K	Sell	8,910 -7,936	-47%	-$196K	0.03%	71
2025 Q2	$401K	Buy	16,846 +11,267	+202%	+$248K	0.06%	49
2025 Q1	$120K	Hold	5,579	–	–	0.02%	81
2024 Q4	$127K	Buy	5,579 +1,991	+55%	+$45.5K	0.02%	76
2024 Q3	$79.6K	Hold	3,588	–	–	0.01%	93
2024 Q2	$75.2K	Hold	3,588	–	–	0.01%	97
2024 Q1	$73K	Hold	3,588	–	–	0.01%	99
2023 Q4	$66.6K	Hold	3,588	–	–	0.01%	387
2023 Q3	$59.6K	Hold	3,588	–	–	0.01%	377
2023 Q2	$61.8K	Hold	3,588	–	–	0.01%	353
2023 Q1	$57.2K	Hold	3,588	–	–	0.01%	380
2022 Q4	$53.6K	Hold	3,588	–	–	0.01%	404
2022 Q3	$50K	Hold	3,588	–	–	0.01%	388
2022 Q2	$53K	Hold	3,588	–	–	0.01%	378
2022 Q1	$64K	Hold	3,588	–	–	0.01%	350
2021 Q4	$68K	Hold	3,588	–	–	0.01%	314
2021 Q3	$62K	Hold	3,588	–	–	0.01%	317
2021 Q2	$62K	Hold	3,588	–	–	0.01%	306
2021 Q1	$58K	Hold	3,588	–	–	0.01%	298
2020 Q4	$54K	Hold	3,588	–	–	0.01%	323
2020 Q3	$48K	Hold	3,588	–	–	0.01%	300
2020 Q2	$44K	Hold	3,588	–	–	0.01%	268
2020 Q1	$36K	Hold	3,588	–	–	0.01%	269
2019 Q4	$46K	Hold	3,588	–	–	0.02%	268
2019 Q3	$42K	Hold	3,588	–	–	0.02%	263
2019 Q2	$42K	Buy	3,588 +828	+30%	+$9.56K	0.02%	268
2019 Q1	$31K	Sell	2,760 -900	-25%	-$9.83K	0.01%	300
2018 Q4	$37K	Buy	3,660 +900	+33%	+$9.73K	0.02%	225
2018 Q3	$32K	Hold	2,760	–	–	0.01%	262
2018 Q2	$30K	Hold	2,760	–	–	0.01%	248
2018 Q1	$29K	Hold	2,760	–	–	0.02%	236
2017 Q4	$30K	Buy	2,760 +1,152	+72%	+$12.1K	0.02%	209
2017 Q3	$16K	Hold	1,608	–	–	0.01%	255
2017 Q2	$16K	Hold	1,608	–	–	0.01%	258
2017 Q1	$15K	Hold	1,608	–	–	0.01%	298
2016 Q4	$15K	Hold	1,608	–	–	0.01%	305
2016 Q3	$14K	Hold	1,608	–	–	0.01%	266
2016 Q2	$13K	Hold	1,608	–	–	0.01%	287
2016 Q1	$13K	Hold	1,608	–	–	0.01%	276
2015 Q4	$13K	Buy	+1,608	New	+$13.3K	0.01%	280

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

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