Grimes & Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Grimes & Company’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	$1.07M	Buy	42,749 +117	+0.3%	+$3.07K	0.03%	234
2025 Q4	$1.12M	Buy	42,632 +129	+0.3%	+$3.36K	0.03%	236
2025 Q3	$1.09M	Buy	42,503 +6,760	+19%	+$167K	0.03%	228
2025 Q2	$852K	Buy	35,743 +103	+0.3%	+$2.27K	0.02%	222
2025 Q1	$767K	Buy	35,640 +104	+0.3%	+$2.37K	0.02%	204
2024 Q4	$807K	Buy	35,536 +121	+0.3%	+$2.76K	0.02%	210
2024 Q3	$785K	Buy	35,415 +219	+0.6%	+$4.68K	0.02%	200
2024 Q2	$738K	Sell	35,196 -3	-0%	-$61	0.02%	193
2024 Q1	$716K	Sell	35,199 -141	-0.4%	-$2.73K	0.02%	198
2023 Q4	$656K	Buy	35,340 +150	+0.4%	+$2.59K	0.02%	204
2023 Q3	$585K	Buy	35,190 +132	+0.4%	+$2.29K	0.02%	198
2023 Q2	$604K	Buy	35,058 +3	+0%	+$49	0.02%	192
2023 Q1	$559K	Buy	35,055 +6	+0%	+$94	0.02%	191
2022 Q4	$524K	Sell	35,049 -14,550	-29%	-$219K	0.02%	198
2022 Q3	$694K	Buy	49,599 +6	+0%	+$93	0.04%	164
2022 Q2	$731K	Buy	49,593 +6	+0%	+$96	0.04%	164
2022 Q1	$882K	Sell	49,587 -69	-0.1%	-$1.21K	0.05%	164
2021 Q4	$935K	Buy	49,656 +3,450	+7%	+$63.5K	0.04%	166
2021 Q3	$800K	Buy	46,206 +3,540	+8%	+$63K	0.03%	171
2021 Q2	$741K	Sell	42,666 -1,116	-3%	-$18.9K	0.03%	174
2021 Q1	$706K	Buy	43,782 +20,388	+87%	+$321K	0.03%	167
2020 Q4	$355K	Buy	23,394 +1,938	+9%	+$27.6K	0.02%	209
2020 Q3	$285K	Buy	21,456 +12	+0.1%	+$158	0.02%	212
2020 Q2	$263K	Buy	21,444 +6	+0%	+$69	0.02%	213
2020 Q1	$216K	Buy	21,438 +6	+0%	+$73	0.02%	209
2019 Q4	$275K	Buy	21,432 +12	+0.1%	+$147	0.02%	224
2019 Q3	$254K	Buy	21,420 +6	+0%	+$71	0.02%	217
2019 Q2	$252K	Buy	21,414 +240	+1%	+$2.77K	0.02%	217
2019 Q1	$240K	Buy	21,174 +12	+0.1%	+$131	0.02%	216
2018 Q4	$211K	Buy	21,162 +12	+0.1%	+$130	0.02%	215
2018 Q3	$248K	Buy	21,150 +1,350	+7%	+$15.6K	0.02%	210
2018 Q2	$218K	Hold	19,800	–	–	0.02%	216
2018 Q1	$211K	Hold	19,800	–	–	0.02%	220
2017 Q4	$213K	Hold	19,800	–	–	0.02%	202
2017 Q3	$201K	Buy	+19,800	New	+$197K	0.02%	194

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