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Global Financial Private Client’s Schwab US Broad Market ETF SCHB Stock Holding History

Global Financial Private Client’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 		– Sell
-1,332
Closed -$28.7K – 1327
2025
Q1 		$28.7K Hold
1,332
– – 0.01% 396
2024
Q4 		$30.2K Hold
1,332
– – 0.01% 371
2024
Q3 		$29.5K Hold
1,332
– – 0.01% 376
2024
Q2 		$27.9K Hold
1,332
– – 0.01% 358
2024
Q1 		$27K Hold
1,332
– – 0.01% 363
2023
Q4 		$24.7K Hold
1,332
– – 0.01% 372
2023
Q3 		$22.1K Hold
1,332
– – 0.01% 365
2023
Q2 		$23K Buy
1,332
+1,326
+22,100% +$21.6K 0.01% 362
2023
Q1 		$96 Hold
6
– – ﹤0.01% 678
2022
Q4 		$90 Hold
6
– – ﹤0.01% 671
2022
Q3 		$86 Hold
6
– – ﹤0.01% 647
2022
Q2 		$89 Hold
6
– – ﹤0.01% 650
2022
Q1 		$107 Hold
6
– – ﹤0.01% 647
2021
Q4 		$113 Hold
6
– – ﹤0.01% 639
2021
Q3 		$105 Hold
6
– – ﹤0.01% 594
2021
Q2 		$105 Hold
6
– – ﹤0.01% 597
2021
Q1 		$98 Hold
6
– – ﹤0.01% 569
2020
Q4 		$91 Hold
6
– – ﹤0.01% 554
2020
Q3 		$80 Buy
+6
New +$79 ﹤0.01% 462

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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 $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Global Financial Private Client's SCHB Position: Q2 2025 in Review

Global Financial Private Client sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 1,332 shares — an estimated $28.7K sold.

Global Financial Private Client first reported a position in SCHB in Q3 2020 and held it in 19 quarters. The position peaked at $30.2K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Global Financial Private Client reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1,332 Schwab US Broad Market ETF shares in Q2 2025, an estimated $28.7K.
  • Global Financial Private Client first reported a position in Schwab US Broad Market ETF in Q3 2020 and held it in 19 quarters.
  • Global Financial Private Client's Schwab US Broad Market ETF position peaked at $30.2K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.