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

Legend Financial 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
2025
Q3 		– Sell
-60
Closed -$1.43K – 139
2025
Q2 		$1.43K Buy
+60
New +$1.32K ﹤0.01% 159
2025
Q1 		– Sell
-60
Closed -$1.36K – 209
2024
Q4 		$1.36K Buy
+60
New +$1.37K ﹤0.01% 212

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Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Legend Financial Advisors's SCHB Position: Q3 2025 in Review

Legend Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 60 shares — an estimated $1.43K sold.

Legend Financial Advisors first reported a position in SCHB in Q4 2024 and held it in 2 quarters. The position peaked at $1.43K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Legend Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 60 Schwab US Broad Market ETF shares in Q3 2025, an estimated $1.43K.
  • Legend Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Schwab US Broad Market ETF position peaked at $1.43K in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.