Leading Edge Financial Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Leading Edge Financial Planning’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	$41.2M	Buy	1,640,882 +122,611	+8%	+$3.22M	8.67%	4
2025 Q4	$39.8M	Buy	1,518,271 +123,860	+9%	+$3.22M	9.08%	4
2025 Q3	$35.9M	Buy	1,394,411 +55,692	+4%	+$1.38M	9%	4
2025 Q2	$31.9M	Buy	1,338,719 +54,855	+4%	+$1.21M	8.87%	4
2025 Q1	$27.6M	Buy	1,283,864 +46,536	+4%	+$1.06M	8.64%	4
2024 Q4	$28.1M	Buy	1,237,328 +48,023	+4%	+$1.1M	9.22%	3
2024 Q3	$26.4M	Buy	1,189,305 +136,392	+13%	+$2.91M	8.83%	4
2024 Q2	$22.1M	Buy	1,052,913 +90,789	+9%	+$1.84M	8.85%	4
2024 Q1	$19.6M	Buy	962,124 +70,833	+8%	+$1.37M	8.67%	4
2023 Q4	$16.5M	Buy	891,291 +414,345	+87%	+$7.16M	8.58%	4
2023 Q3	$7.93M	Buy	476,946 +156,264	+49%	+$2.7M	5.08%	7
2023 Q2	$5.53M	Sell	320,682 -4,632	-1%	-$75.5K	3.62%	7
2023 Q1	$5.19M	Sell	325,314 -27,003	-8%	-$422K	3.75%	7
2022 Q4	$5.26M	Buy	+352,317	New	+$5.29M	4.55%	7

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