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Good Life Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Good Life 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
2025
Q2 		$408K Buy
17,110
+50
+0.3% +$1.1K 0.03% 339
2025
Q1 		$367K Buy
17,060
+52
+0.3% +$1.18K 0.03% 352
2024
Q4 		$386K Buy
17,008
+13
+0.1% +$297 0.03% 342
2024
Q3 		$377K Buy
16,995
+153
+0.9% +$3.27K 0.02% 411
2024
Q2 		$353K Hold
16,842
– – 0.03% 330
2024
Q1 		$343K Buy
16,842
+54
+0.3% +$1.04K 0.03% 319
2023
Q4 		$312K Buy
16,788
+69
+0.4% +$1.19K 0.03% 321
2023
Q3 		$278K Buy
16,719
+60
+0.4% +$1.04K 0.03% 330
2023
Q2 		$287K Buy
16,659
+63
+0.4% +$1.03K 0.03% 317
2023
Q1 		$265K Buy
16,596
+63
+0.4% +$985 0.03% 316
2022
Q4 		$247K Buy
16,533
+75
+0.5% +$1.13K 0.03% 300
2022
Q3 		$230K Buy
16,458
+69
+0.4% +$1.07K 0.03% 292
2022
Q2 		$241K Buy
16,389
+66
+0.4% +$1.06K 0.03% 296
2022
Q1 		$291K Buy
16,323
+45
+0.3% +$790 0.04% 291
2021
Q4 		$307K Buy
16,278
+60
+0.4% +$1.1K 0.04% 288
2021
Q3 		$281K Buy
16,218
+2,088
+15% +$37.1K 0.04% 281
2021
Q2 		$246K Buy
14,130
+42
+0.3% +$711 0.05% 260
2021
Q1 		$226K Buy
+14,088
New +$222K 0.05% 273
2020
Q2 		– Sell
-37,074
Closed -$373K – 264
2020
Q1 		$373K Sell
37,074
-38,256
-51% -$463K 0.14% 129
2019
Q4 		$963K Buy
75,330
+1,644
+2% +$20.2K 0.27% 72
2019
Q3 		$871K Sell
73,686
-26,592
-27% -$314K 0.27% 69
2019
Q2 		$1.18M Hold
100,278
– – 0.34% 54
2019
Q1 		$1.14M Buy
100,278
+38,256
+62% +$418K 0.34% 52
2018
Q4 		$619K Sell
62,022
-1,200
-2% -$13K 0.2% 93
2018
Q3 		$742K Buy
63,222
+31,734
+101% +$366K 0.21% 83
2018
Q2 		$345K Buy
31,488
+5,598
+22% +$61.2K 0.11% 145
2018
Q1 		$269K Buy
25,890
+504
+2% +$5.54K 0.09% 165
2017
Q4 		$279K Sell
25,386
-4,320
-15% -$45.3K 0.09% 171
2017
Q3 		$305K Buy
29,706
+4,224
+17% +$41.9K 0.12% 149
2017
Q2 		$249K Sell
25,482
-378
-1% -$3.65K 0.11% 162
2017
Q1 		$245K Buy
25,860
+90
+0.3% +$844 0.12% 159
2016
Q4 		$236K Buy
+25,770
New +$227K 0.14% 125

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Good Life Advisors's SCHB Position: Q2 2025 in Review

Good Life Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.29% in Q2 2025, buying an estimated $1.1K and bringing the position to 17,110 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #339.

Good Life Advisors first reported a position in SCHB in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.18M in Q2 2019. 1,211 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Good Life Advisors held 17,110 shares of Schwab US Broad Market ETF worth $408K as of Q2 2025.
  • Good Life Advisors bought 50 Schwab US Broad Market ETF shares in Q2 2025, an estimated $1.1K.
  • Schwab US Broad Market ETF made up 0.03% of Good Life Advisors's portfolio in Q2 2025, its #339 holding.
  • Good Life Advisors first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 32 quarters since.
  • Good Life Advisors's Schwab US Broad Market ETF position peaked at $1.18M in Q2 2019.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.