LP
SCHB icon

LGL Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

LGL Partners’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
Q1 		– Sell
-26,411
Closed -$600K – 108
2024
Q4 		$600K Buy
26,411
+92
+0.3% +$2.1K 0.09% 65
2024
Q3 		$584K Sell
26,319
-16,182
-38% -$346K 0.08% 64
2024
Q2 		$891K Buy
42,501
+3
+0% +$61 0.13% 45
2024
Q1 		$865K Sell
42,498
-4,589,394
-99% -$88.8M 0.14% 43
2023
Q4 		$86M Buy
4,631,892
+19,401
+0.4% +$335K 11.77% 1
2023
Q3 		$76.6M Buy
4,612,491
+17,361
+0.4% +$300K 13.44% 1
2023
Q2 		$79.2M Buy
4,595,130
+16,827
+0.4% +$274K 13.54% 1
2023
Q1 		$73M Buy
4,578,303
+17,703
+0.4% +$277K 12.5% 1
2022
Q4 		$68.1M Buy
4,560,600
+20,805
+0.5% +$313K 12.35% 2
2022
Q3 		$63.5M Buy
4,539,795
+19,653
+0.4% +$306K 13.24% 1
2022
Q2 		$66.6M Buy
4,520,142
+538,980
+14% +$8.65M 10.77% 1
2022
Q1 		$70.9M Buy
3,981,162
+11,448
+0.3% +$201K 9.48% 2
2021
Q4 		$74.8M Buy
+3,969,714
New +$73M 8.89% 2

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

LGL Partners's SCHB Position: Q1 2025 in Review

LGL Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 26,411 shares — an estimated $600K sold.

LGL Partners first reported a position in SCHB in Q4 2021 and held it in 13 quarters. The position peaked at $86M in Q4 2023. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • LGL Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 26,411 Schwab US Broad Market ETF shares in Q1 2025, an estimated $600K.
  • LGL Partners first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 13 quarters.
  • LGL Partners's Schwab US Broad Market ETF position peaked at $86M in Q4 2023.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.