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

Horan Securities’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	$720K	Buy	30,207 +2,618	+9%	+$57.7K	0.25%	54
2025 Q1	$594K	Buy	27,589 +60	+0.2%	+$1.36K	0.22%	52
2024 Q4	$625K	Sell	27,529 -8,696	-24%	-$199K	0.24%	50
2024 Q3	$803K	Sell	36,225 -2,073	-5%	-$44.3K	0.31%	35
2024 Q2	$803K	Buy	38,298 +8,193	+27%	+$166K	0.35%	33
2024 Q1	$613K	Buy	30,105 +48	+0.2%	+$929	0.29%	36
2023 Q4	$558K	Buy	30,057 +1,344	+5%	+$23.2K	0.28%	37
2023 Q3	$477K	Sell	28,713 -69,894	-71%	-$1.21M	0.25%	43
2023 Q2	$1.7M	Buy	98,607 +75,342	+324%	+$1.23M	0.72%	14
2023 Q1	$371K	Buy	23,265 +1,338	+6%	+$20.9K	0.19%	57
2022 Q4	$328K	Buy	21,927 +9,945	+83%	+$149K	0.18%	55
2022 Q3	$168K	Buy	11,982 +3,801	+46%	+$59.1K	0.1%	103
2022 Q2	$122K	Buy	8,181 +2,661	+48%	+$42.7K	0.07%	127
2022 Q1	$98K	Hold	5,520	–	–	0.06%	124
2021 Q4	$104K	Buy	+5,520	New	+$102K	0.06%	129
2021 Q2	$96K	Buy	+5,520	New	+$93.4K	0.07%	123
2019 Q3	–	Sell	-1,464	Closed	-$17K	–	281
2019 Q2	$17K	Buy	+1,464	New	+$16.9K	0.02%	135

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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 $1.29B AUM 17.41% 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 $15.5B AUM 18.35% 1-Year Est. Return