HUB Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

HUB Investment Partners’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
2026 Q1	$1.5M	Sell	59,609 -2,917	-5%	-$76.5K	0.04%	287
2025 Q4	$1.64M	Sell	62,526 -17,172	-22%	-$447K	0.04%	236
2025 Q3	$2.05M	Sell	79,698 -54	-0.1%	-$1.34K	0.08%	192
2025 Q2	$1.9M	Buy	79,752 +1,863	+2%	+$41K	0.07%	191
2025 Q1	$1.68M	Buy	77,889 +3,469	+5%	+$78.9K	0.07%	182
2024 Q4	$1.69M	Buy	74,420 +24,857	+50%	+$568K	0.07%	166
2024 Q3	$1.1M	Buy	49,563 +306	+0.6%	+$6.53K	0.05%	197
2024 Q2	$1.03M	Hold	49,257	–	–	0.05%	186
2024 Q1	$1M	Buy	+49,257	New	+$953K	0.06%	182
2022 Q4	–	Sell	-16,944	Closed	-$237K	–	176
2022 Q3	$237K	Sell	16,944 -1,038	-6%	-$16.1K	0.07%	159
2022 Q2	$265K	Buy	17,982 +12	+0.1%	+$193	0.08%	139
2022 Q1	$320K	Hold	17,970	–	–	0.09%	139
2021 Q4	$338K	Buy	17,970 +612	+4%	+$11.3K	0.08%	144
2021 Q3	$300K	Sell	17,358 -2,760	-14%	-$49.1K	0.08%	168
2021 Q2	$350K	Buy	20,118 +2,550	+15%	+$43.2K	0.09%	146
2021 Q1	$283K	Buy	17,568 +312	+2%	+$4.92K	0.08%	175
2020 Q4	$229K	Buy	+17,256	New	+$246K	0.11%	136

Other funds holding SCHB

Wealthfront Advisers

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return