KCM Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

KCM Investment Advisors’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	$5.86M	Buy	233,328 +338	+0.1%	+$8.87K	0.19%	85
2025 Q4	$6.11M	Buy	232,990 +40	+0%	+$1.04K	0.2%	81
2025 Q3	$5.99M	Buy	232,950 +38	+0%	+$941	0.19%	86
2025 Q2	$5.55M	Buy	232,912 +38	+0%	+$837	0.19%	87
2025 Q1	$5.01M	Buy	232,874 +39	+0%	+$887	0.18%	92
2024 Q4	$5.29M	Sell	232,835 -28	-0%	-$640	0.18%	94
2024 Q3	$5.16M	Buy	232,863 +81	+0%	+$1.73K	0.17%	96
2024 Q2	$4.88M	Buy	232,782 +11,100	+5%	+$225K	0.18%	96
2024 Q1	$4.51M	Buy	221,682 +39	+0%	+$755	0.17%	105
2023 Q4	$4.11M	Buy	221,643 +54	+0%	+$933	0.16%	109
2023 Q3	$3.68M	Sell	221,589 -2,952	-1%	-$51.1K	0.16%	109
2023 Q2	$3.87M	Sell	224,541 -12,405	-5%	-$202K	0.16%	111
2023 Q1	$3.78M	Sell	236,946 -17,118	-7%	-$268K	0.15%	118
2022 Q4	$3.79M	Buy	254,064 +57	+0%	+$857	0.16%	113
2022 Q3	$3.56M	Sell	254,007 -13,704	-5%	-$213K	0.16%	114
2022 Q2	$3.94M	Buy	267,711 +34,665	+15%	+$556K	0.17%	108
2022 Q1	$4.15M	Sell	233,046 -1,656	-0.7%	-$29.1K	0.15%	120
2021 Q4	$4.42M	Sell	234,702 -108	-0%	-$1.99K	0.15%	110
2021 Q3	$4.07M	Sell	234,810 -15,642	-6%	-$278K	0.16%	108
2021 Q2	$4.35M	Buy	250,452 +18,534	+8%	+$314K	0.18%	105
2021 Q1	$3.74M	Buy	231,918 +36	+0%	+$568	0.17%	108
2020 Q4	$3.52M	Buy	231,882 +48	+0%	+$684	0.17%	106
2020 Q3	$3.08M	Sell	231,834 -8,508	-4%	-$112K	0.17%	103
2020 Q2	$2.94M	Buy	240,342 +48	+0%	+$553	0.17%	110
2020 Q1	$2.42M	Buy	240,294 +32,016	+15%	+$387K	0.16%	103
2019 Q4	$2.67M	Buy	208,278 +642	+0.3%	+$7.88K	0.15%	116
2019 Q3	$2.46M	Sell	207,636 -5,112	-2%	-$60.4K	0.14%	120
2019 Q2	$2.5M	Sell	212,748 -264	-0.1%	-$3.05K	0.15%	120
2019 Q1	$2.42M	Buy	213,012 +54	+0%	+$590	0.16%	121
2018 Q4	$2.13M	Sell	212,958 -7,104	-3%	-$76.8K	0.14%	139
2018 Q3	$2.58M	Sell	220,062 -558	-0.3%	-$6.43K	0.15%	133
2018 Q2	$2.43M	Sell	220,620 -38,100	-15%	-$417K	0.15%	137
2018 Q1	$2.75M	Buy	258,720 +65,556	+34%	+$720K	0.17%	130
2017 Q4	$2.08M	Sell	193,164 -1,716	-0.9%	-$18K	0.12%	163
2017 Q3	$1.98M	Buy	194,880 +36	+0%	+$357	0.12%	176
2017 Q2	$1.9M	Buy	194,844 +42	+0%	+$406	0.12%	188
2017 Q1	$1.85M	Sell	194,802 -1,242	-0.6%	-$11.7K	0.12%	190
2016 Q4	$1.77M	Buy	196,044 +1,344	+0.7%	+$11.8K	0.12%	193
2016 Q3	$1.7M	Buy	194,700 +1,794	+0.9%	+$15.6K	0.12%	200
2016 Q2	$1.62M	Buy	192,906 +9,348	+5%	+$77.6K	0.11%	197
2016 Q1	$1.51M	Sell	183,558 -15,600	-8%	-$121K	0.11%	196
2015 Q4	$1.63M	Sell	199,158 -5,124	-3%	-$42.3K	0.13%	184
2015 Q3	$1.58M	Buy	204,282 +25,080	+14%	+$206K	0.13%	187
2015 Q2	$1.5M	Hold	179,202	–	–	0.12%	204
2015 Q1	$1.51M	Buy	179,202 +3,828	+2%	+$32K	0.12%	203
2014 Q4	$1.46M	Buy	175,374 +3,000	+2%	+$24.3K	0.12%	202
2014 Q3	$1.37M	Hold	172,374	–	–	0.13%	200
2014 Q2	$1.37M	Buy	172,374 +9,384	+6%	+$72.4K	0.13%	200
2014 Q1	$1.24M	Buy	162,990 +3,960	+2%	+$29.6K	0.13%	196
2013 Q4	$1.19M	Hold	159,030	–	–	0.13%	187
2013 Q3	$1.09M	Hold	159,030	–	–	0.13%	189
2013 Q2	$1.03M	Buy	+159,030	New	+$1.03M	0.12%	195

Other funds holding SCHB

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

SCM

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 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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return