Independent Advisor Alliance’s Schwab US Broad Market ETF SCHB Stock Holding History

Independent Advisor Alliance’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	$2.53M	Sell	100,725 -89,657	-47%	-$2.35M	0.03%	488
2025 Q4	$4.99M	Buy	190,382 +137,914	+263%	+$3.59M	0.12%	136
2025 Q3	$1.35M	Sell	52,468 -2,291	-4%	-$56.7K	0.04%	376
2025 Q2	$1.3M	Sell	54,759 -7,558	-12%	-$166K	0.04%	357
2025 Q1	$1.34M	Sell	62,317 -58,001	-48%	-$1.32M	0.04%	324
2024 Q4	$2.73M	Sell	120,318 -144	-0.1%	-$3.29K	0.04%	434
2024 Q3	$2.67M	Sell	120,462 -61,716	-34%	-$1.32M	0.1%	176
2024 Q2	$3.82M	Sell	182,178 -21,153	-10%	-$429K	0.13%	134
2024 Q1	$4.14M	Buy	203,331 +28,131	+16%	+$544K	0.15%	121
2023 Q4	$3.25M	Buy	175,200 +5,133	+3%	+$88.7K	0.12%	148
2023 Q3	$2.83M	Sell	170,067 -45,519	-21%	-$788K	0.13%	156
2023 Q2	$3.72M	Buy	215,586 +61,704	+40%	+$1.01M	0.16%	118
2023 Q1	$2.45M	Buy	153,882 +28,719	+23%	+$449K	0.12%	158
2022 Q4	$1.87M	Buy	125,163 +86,358	+223%	+$1.3M	0.64%	28
2022 Q3	$543K	Buy	+38,805	New	+$604K	0.03%	354

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