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 $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

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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