Integrity Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Integrity Financial’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	$30.1K	Buy	1,198 +660	+123%	+$17.3K	0.02%	225
2025 Q4	$14.1K	Sell	538 -242	-31%	-$6.3K	0.01%	238
2025 Q3	$20.1K	Buy	780 +153	+24%	+$3.79K	0.01%	228
2025 Q2	$14.9K	Hold	627	–	–	0.01%	235
2025 Q1	$13.5K	Hold	627	–	–	0.01%	223
2024 Q4	$14.2K	Hold	627	–	–	0.01%	206
2024 Q3	$13.9K	Buy	627 +3	+0.5%	+$64	0.01%	185
2024 Q2	$13.1K	Hold	624	–	–	0.01%	183
2024 Q1	$12.7K	Hold	624	–	–	0.01%	177
2023 Q4	$11.6K	Hold	624	–	–	0.01%	165
2023 Q3	$10.4K	Hold	624	–	–	0.01%	178
2023 Q2	$10.8K	Hold	624	–	–	0.01%	165
2023 Q1	$9.95K	Hold	624	–	–	0.01%	173
2022 Q4	$9.32K	Hold	624	–	–	0.01%	164
2022 Q3	$9K	Hold	624	–	–	0.01%	162
2022 Q2	$9K	Hold	624	–	–	0.01%	171
2022 Q1	$11K	Buy	+624	New	+$11K	0.01%	159

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

HighTower Advisors

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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