HR
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Hardy Reed’s Schwab US Broad Market ETF SCHB Stock Holding History

Hardy Reed’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 		$360K Hold
14,351
– – 0.03% 173
2025
Q4 		$376K Sell
14,351
-3,736
-21% -$97.3K 0.03% 171
2025
Q3 		$465K Hold
18,087
– – 0.03% 147
2025
Q2 		$431K Hold
18,087
– – 0.03% 148
2025
Q1 		$389K Hold
18,087
– – 0.03% 153
2024
Q4 		$411K Sell
18,087
-99
-0.5% -$2.26K 0.04% 149
2024
Q3 		$403K Hold
18,186
– – 0.04% 157
2024
Q2 		$381K Sell
18,186
-4,971
-21% -$101K 0.04% 158
2024
Q1 		$471K Buy
23,157
+4,971
+27% +$96.2K 0.06% 70
2023
Q4 		$337K Sell
18,186
-58,362
-76% -$1.01M 0.05% 85
2023
Q3 		$1.27M Buy
+76,548
New +$1.32M 0.23% 32

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
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