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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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 $1.55B AUM 29.02% 1-Year Est. Return

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

Horan Securities's SCHB Position: Q2 2025 in Review

Horan Securities increased its Schwab US Broad Market ETF (SCHB) stake by 9.5% in Q2 2025, buying an estimated $57.7K and bringing the position to 30,207 shares worth $720K. The position accounts for 0.25% of the portfolio, ranked #54.

Horan Securities first reported a position in SCHB in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.7M in Q2 2023. 1,212 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

Horan Securities held 30,207 shares of Schwab US Broad Market ETF worth $720K as of Q2 2025.
Horan Securities bought 2,618 Schwab US Broad Market ETF shares in Q2 2025, an estimated $57.7K.
Schwab US Broad Market ETF made up 0.25% of Horan Securities's portfolio in Q2 2025, its #54 holding.
Horan Securities first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 17 quarters since.
Horan Securities's Schwab US Broad Market ETF position peaked at $1.7M in Q2 2023.
1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.