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Hopwood Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Hopwood 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
2025
Q4 		– Sell
-132
Closed -$3.39K – 248
2025
Q3 		$3.39K Hold
132
– – ﹤0.01% 291
2025
Q2 		$3.15K Hold
132
– – ﹤0.01% 274
2025
Q1 		$2.84K Hold
132
– – ﹤0.01% 281
2024
Q4 		$3K Buy
+132
New +$3.02K ﹤0.01% 289

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R
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SCM
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SG
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HighTower Advisors
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
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HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Hopwood Financial Services's SCHB Position: Q4 2025 in Review

Hopwood Financial Services sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 132 shares — an estimated $3.39K sold.

Hopwood Financial Services first reported a position in SCHB in Q4 2024 and held it in 4 quarters. The position peaked at $3.39K in Q3 2025. 1,317 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Hopwood Financial Services reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 132 Schwab US Broad Market ETF shares in Q4 2025, an estimated $3.39K.
  • Hopwood Financial Services first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Schwab US Broad Market ETF position peaked at $3.39K in Q3 2025.
  • 1,317 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.