Hartline Investment Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Hartline Investment Corp’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	-14,820	Closed	-$319K	–	109
2025 Q1	$319K	Buy	+14,820	New	+$337K	0.04%	90
2020 Q3	–	Sell	-17,586	Closed	-$215K	–	112
2020 Q2	$215K	Buy	+17,586	New	+$203K	0.05%	101
2020 Q1	–	Sell	-17,586	Closed	-$225K	–	120
2019 Q4	$225K	Sell	17,586 -600	-3%	-$7.36K	0.05%	113
2019 Q3	$215K	Hold	18,186	–	–	0.05%	107
2019 Q2	$214K	Sell	18,186 -900	-5%	-$10.4K	0.05%	108
2019 Q1	$216K	Buy	+19,086	New	+$208K	0.06%	106
2018 Q4	–	Sell	-19,086	Closed	-$224K	–	113
2018 Q3	$224K	Sell	19,086 -1,200	-6%	-$13.8K	0.05%	104
2018 Q2	$223K	Sell	20,286 -750	-4%	-$8.2K	0.06%	97
2018 Q1	$224K	Sell	21,036 -2,100	-9%	-$23.1K	0.06%	100
2017 Q4	$249K	Buy	+23,136	New	+$243K	0.07%	103
2017 Q2	–	Sell	-25,176	Closed	-$239K	–	109
2017 Q1	$239K	Buy	25,176 +1,200	+5%	+$11.3K	0.08%	103
2016 Q4	$217K	Buy	+23,976	New	+$211K	0.08%	101
2014 Q1	–	Sell	-32,334	Closed	-$243K	–	108
2013 Q4	$243K	Buy	+32,334	New	+$233K	0.08%	93

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Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

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

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return