HWM
SCHB icon

Hemington Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Hemington Wealth Management’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
Q3 		$38K Hold
1,494
– – ﹤0.01% 434
2025
Q2 		$35K Hold
1,494
– – 0.01% 428
2025
Q1 		$32K Hold
1,494
– – 0.01% 436
2024
Q4 		$33K Sell
1,494
-2,988
-67% -$68.2K 0.01% 406
2024
Q3 		$32K Buy
+4,482
New +$95.7K 0.01% 388

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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 $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Hemington Wealth Management's SCHB Position: Q3 2025 in Review

Hemington Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2025 at 1,494 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Hemington Wealth Management first reported a position in SCHB in Q3 2024 and has held it in 5 quarters since. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Hemington Wealth Management held 1,494 shares of Schwab US Broad Market ETF worth $38K as of Q3 2025.
  • Hemington Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q3 2025.
  • Schwab US Broad Market ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #434 holding.
  • Hemington Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.