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Headlands Technologies’s Schwab US Broad Market ETF SCHB Stock Holding History

Headlands Technologies’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
-246
Closed -$5.3K – 1477
2025
Q1 		$5.3K Buy
+246
New +$5.6K ﹤0.01% 993
2024
Q4 		– Sell
-621
Closed -$13.8K – 1531
2024
Q3 		$13.8K Buy
+621
New +$13.3K ﹤0.01% 997
2024
Q1 		– Sell
-204
Closed -$3.79K – 1496
2023
Q4 		$3.79K Buy
+204
New +$3.52K ﹤0.01% 853

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

Headlands Technologies's SCHB Position: Q2 2025 in Review

Headlands Technologies sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 246 shares — an estimated $5.3K sold.

Headlands Technologies first reported a position in SCHB in Q4 2023 and held it in 3 quarters. The position peaked at $13.8K in Q3 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Headlands Technologies reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Headlands Technologies sold 246 Schwab US Broad Market ETF shares in Q2 2025, an estimated $5.3K.
  • Headlands Technologies first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 3 quarters.
  • Headlands Technologies's Schwab US Broad Market ETF position peaked at $13.8K in Q3 2024.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Headlands Technologies's 13F filing for Q2 2025, filed 14 Aug 2025.