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Jamison Private Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Jamison Private Wealth Management’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 		$435K Buy
17,314
+41
+0.2% +$1.08K 0.05% 162
2025
Q4 		$453K Buy
17,273
+19
+0.1% +$495 0.06% 162
2025
Q3 		$444K Sell
17,254
-145
-0.8% -$3.59K 0.06% 162
2025
Q2 		$415K Buy
17,399
+44
+0.3% +$969 0.06% 159
2025
Q1 		$374K Sell
17,355
-653
-4% -$14.9K 0.06% 163
2024
Q4 		$409K Buy
18,008
+44
+0.2% +$1K 0.06% 153
2024
Q3 		$398K Buy
17,964
+4,173
+30% +$89.1K 0.06% 146
2024
Q2 		$289K Sell
13,791
-120
-0.9% -$2.43K 0.05% 154
2024
Q1 		$283K Sell
13,911
-279
-2% -$5.4K 0.05% 155
2023
Q4 		$263K Sell
14,190
-48
-0.3% -$829 0.05% 154
2023
Q3 		$237K Buy
+14,238
New +$246K 0.05% 155

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return