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Human Investing’s Schwab US Broad Market ETF SCHB Stock Holding History

Human Investing’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 		– Sell
-1,830
Closed -$41.5K – 227
2024
Q4 		$41.5K Buy
+1,830
New +$41.8K 0.01% 150
2021
Q2 		– Sell
-18,624
Closed -$300K – 253
2021
Q1 		$300K Sell
18,624
-1,002
-5% -$15.8K 0.08% 104
2020
Q4 		$298K Buy
19,626
+4,398
+29% +$62.6K 0.08% 100
2020
Q3 		$202K Sell
15,228
-2,580
-14% -$33.9K 0.07% 99
2020
Q2 		$218K Buy
17,808
+468
+3% +$5.39K 0.08% 97
2020
Q1 		$175K Sell
17,340
-2,568
-13% -$31.1K 0.08% 94
2019
Q4 		$255K Buy
19,908
+2,622
+15% +$32.2K 0.08% 101
2019
Q3 		$205K Buy
17,286
+900
+5% +$10.6K 0.07% 105
2019
Q2 		$193K Buy
16,386
+672
+4% +$7.76K 0.07% 110
2019
Q1 		$178K Sell
15,714
-198
-1% -$2.16K 0.07% 111
2018
Q4 		$159K Buy
+15,912
New +$172K 0.07% 121

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 $59.1B AUM 18.41% 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 $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Human Investing's SCHB Position: Q1 2025 in Review

Human Investing sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 1,830 shares — an estimated $41.5K sold.

Human Investing first reported a position in SCHB in Q4 2018 and held it in 11 quarters. The position peaked at $300K in Q1 2021. 1,174 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Human Investing reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Human Investing sold 1,830 Schwab US Broad Market ETF shares in Q1 2025, an estimated $41.5K.
  • Human Investing first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 11 quarters.
  • Human Investing's Schwab US Broad Market ETF position peaked at $300K in Q1 2021.
  • 1,174 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Human Investing's 13F filing for Q1 2025, filed 15 May 2025.