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HFS
Hantz Financial Services’s
Schwab US Broad Market ETF
SCHB
Stock Holding History
Hantz Financial 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
$115K
Buy
4,572
+2,608
+133%
+$68.4K
﹤0.01%
1240
2025
Q4
$52K
Buy
+1,964
New
+$51.1K
﹤0.01%
1419
2025
Q1
–
Sell
-3,134
Closed
-$71K
–
1936
2024
Q4
$71K
Buy
3,134
+11
+0.4%
+$251
﹤0.01%
638
2024
Q3
$69K
Buy
3,123
+18
+0.6%
+$384
﹤0.01%
636
2024
Q2
$65K
Hold
3,105
–
–
﹤0.01%
640
2024
Q1
$63K
Buy
3,105
+9
+0.3%
+$174
﹤0.01%
643
2023
Q4
$57K
Buy
3,096
+15
+0.5%
+$259
﹤0.01%
637
2023
Q3
$51K
Buy
3,081
+12
+0.4%
+$208
﹤0.01%
632
2023
Q2
$53K
Buy
3,069
+9
+0.3%
+$147
﹤0.01%
621
2023
Q1
$49K
Buy
3,060
+12
+0.4%
+$188
﹤0.01%
626
2022
Q4
$46K
Buy
3,048
+15
+0.5%
+$225
﹤0.01%
618
2022
Q3
$42K
Buy
3,033
+12
+0.4%
+$187
﹤0.01%
607
2022
Q2
$44K
Buy
3,021
+12
+0.4%
+$193
﹤0.01%
600
2022
Q1
$54K
Buy
+3,009
New
+$52.8K
﹤0.01%
606
2021
Q3
–
Sell
-42
Closed
-$1K
–
848
2021
Q2
$1K
Hold
42
–
–
﹤0.01%
792
2021
Q1
$1K
Hold
42
–
–
﹤0.01%
684
2020
Q4
$1K
Hold
42
–
–
﹤0.01%
609
2020
Q3
$1K
Hold
42
–
–
﹤0.01%
551
2020
Q2
$1K
Hold
42
–
–
﹤0.01%
550
2020
Q1
$0
Buy
+42
New
+$508
﹤0.01%
520
Other funds holding SCHB
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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
R
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
SG
Strid Group
Newtown Square, Pennsylvania
$807M AUM
18.59%
1-Year Est. Return
EK
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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