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Horan Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Horan Capital Advisors’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
Q1 		$10.2M Buy
472,306
+7,081
+2% +$161K 3.43% 5
2024
Q4 		$10.6M Sell
465,225
-195
-0% -$4.45K 3.56% 6
2024
Q3 		$10.3M Buy
465,420
+2,979
+0.6% +$63.6K 3.43% 4
2024
Q2 		$9.69M Buy
462,441
+16,356
+4% +$331K 3.41% 5
2024
Q1 		$9.08M Sell
446,085
-15,015
-3% -$291K 3.23% 5
2023
Q4 		$8.56M Buy
461,100
+17,955
+4% +$310K 3.14% 6
2023
Q3 		$7.36M Buy
443,145
+43,467
+11% +$752K 2.96% 6
2023
Q2 		$6.89M Buy
399,678
+18,204
+5% +$297K 2.69% 7
2023
Q1 		$6.08M Buy
381,474
+10,362
+3% +$162K 2.51% 6
2022
Q4 		$5.54M Sell
371,112
-13,902
-4% -$209K 2.43% 6
2022
Q3 		$5.39M Buy
385,014
+9,522
+3% +$148K 2.61% 6
2022
Q2 		$5.53M Sell
375,492
-150
-0% -$2.41K 2.57% 6
2022
Q1 		$6.68M Sell
375,642
-3,888
-1% -$68.2K 2.69% 6
2021
Q4 		$7.15M Buy
379,530
+11,250
+3% +$207K 2.83% 6
2021
Q3 		$6.38M Buy
368,280
+16,314
+5% +$290K 2.82% 6
2021
Q2 		$6.12M Buy
351,966
+20,736
+6% +$351K 2.76% 6
2021
Q1 		$5.34M Buy
331,230
+32,892
+11% +$519K 2.56% 7
2020
Q4 		$4.52M Buy
298,338
+7,134
+2% +$102K 2.34% 9
2020
Q3 		$3.87M Sell
291,204
-4,356
-1% -$57.3K 2.19% 8
2020
Q2 		$3.62M Sell
295,560
-6,498
-2% -$74.9K 2.43% 9
2020
Q1 		$3.04M Buy
302,058
+182,502
+153% +$2.21M 2.43% 10
2019
Q4 		$1.53M Buy
119,556
+456
+0.4% +$5.59K 0.91% 44
2019
Q3 		$1.41M Sell
119,100
-132
-0.1% -$1.56K 0.86% 44
2019
Q2 		$1.4M Buy
119,232
+1,842
+2% +$21.3K 0.94% 43
2019
Q1 		$1.33M Sell
117,390
-93,414
-44% -$1.02M 0.84% 44
2018
Q4 		$2.11M Buy
210,804
+62,136
+42% +$672K 1.41% 37
2018
Q3 		$1.74M Buy
148,668
+3,822
+3% +$44.1K 1.12% 41
2018
Q2 		$1.59M Buy
144,846
+17,730
+14% +$194K 1.02% 43
2018
Q1 		$1.35M Buy
127,116
+12,768
+11% +$140K 0.89% 43
2017
Q4 		$1.23M Buy
114,348
+13,044
+13% +$137K 0.8% 42
2017
Q3 		$1.03M Buy
101,304
+14,154
+16% +$140K 0.63% 44
2017
Q2 		$849K Buy
87,150
+10,674
+14% +$103K 0.58% 47
2017
Q1 		$727K Buy
+76,476
New +$717K 0.52% 47

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 $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 $10.6B AUM 19.73% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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 $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Horan Capital Advisors's SCHB Position: Q1 2025 in Review

Horan Capital Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 1.5% in Q1 2025, buying an estimated $161K and bringing the position to 472,306 shares worth $10.2M. The position accounts for 3.43% of the portfolio, ranked #5.

Horan Capital Advisors first reported a position in SCHB in Q1 2017 and has held it in 33 quarters since. The position peaked at $10.6M in Q4 2024. 1,172 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Horan Capital Advisors held 472,306 shares of Schwab US Broad Market ETF worth $10.2M as of Q1 2025.
  • Horan Capital Advisors bought 7,081 Schwab US Broad Market ETF shares in Q1 2025, an estimated $161K.
  • Schwab US Broad Market ETF made up 3.43% of Horan Capital Advisors's portfolio in Q1 2025, its #5 holding.
  • Horan Capital Advisors first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 33 quarters since.
  • Horan Capital Advisors's Schwab US Broad Market ETF position peaked at $10.6M in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.