HA
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Hanover Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Hanover 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 		– Sell
-23,061
Closed -$497K – 100
2025
Q1 		$497K Hold
23,061
– – 0.22% 50
2024
Q4 		$523K Hold
23,061
– – 0.22% 46
2024
Q3 		$511K Sell
23,061
-3,189
-12% -$68.1K 0.21% 49
2024
Q2 		$550K Sell
26,250
-390
-1% -$7.9K 0.24% 44
2024
Q1 		$542K Sell
26,640
-3,960
-13% -$76.6K 0.23% 53
2023
Q4 		$568K Buy
+30,600
New +$529K 0.28% 38

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 $1.94B 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 $1.36B 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

Hanover Advisors's SCHB Position: Q2 2025 in Review

Hanover Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 23,061 shares — an estimated $497K sold.

Hanover Advisors first reported a position in SCHB in Q4 2023 and held it in 6 quarters. The position peaked at $568K in Q4 2023. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Hanover Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Hanover Advisors sold 23,061 Schwab US Broad Market ETF shares in Q2 2025, an estimated $497K.
  • Hanover Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 6 quarters.
  • Hanover Advisors's Schwab US Broad Market ETF position peaked at $568K in Q4 2023.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Hanover Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.