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Lindbrook Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Lindbrook Capital’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 		$21.2K Hold
985
– – ﹤0.01% 1321
2024
Q4 		$22.4K Buy
985
+1
+0.1% +$23 ﹤0.01% 1221
2024
Q3 		$21.8K Hold
984
– – ﹤0.01% 1250
2024
Q2 		$20.6K Hold
984
– – ﹤0.01% 1229
2024
Q1 		$20K Sell
984
-24
-2% -$464 ﹤0.01% 1211
2023
Q4 		$18.7K Buy
1,008
+3
+0.3% +$52 ﹤0.01% 1208
2023
Q3 		$16.7K Buy
1,005
+3
+0.3% +$52 ﹤0.01% 1147
2023
Q2 		$17.3K Buy
1,002
+6
+0.6% +$98 ﹤0.01% 1168
2023
Q1 		$15.9K Buy
996
+3
+0.3% +$47 ﹤0.01% 1186
2022
Q4 		$14.8K Buy
993
+6
+0.6% +$90 ﹤0.01% 1228
2022
Q3 		$14K Sell
987
-441
-31% -$6.86K ﹤0.01% 1177
2022
Q2 		$21K Buy
1,428
+447
+46% +$7.17K ﹤0.01% 953
2022
Q1 		$17K Buy
981
+3
+0.3% +$53 ﹤0.01% 1082
2021
Q4 		$18K Buy
+978
New +$18K ﹤0.01% 1058
2020
Q1 		– Sell
-1,032
Closed -$13K – 1843
2019
Q4 		$13K Buy
+1,032
New +$12.7K ﹤0.01% 862

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $10.6B AUM 19.73% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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 $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Lindbrook Capital's SCHB Position: Q1 2025 in Review

Lindbrook Capital held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2025 at 985 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Lindbrook Capital first reported a position in SCHB in Q4 2019 and has held it in 15 quarters since. The position peaked at $22.4K in Q4 2024. 1,172 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Lindbrook Capital held 985 shares of Schwab US Broad Market ETF worth $21.2K as of Q1 2025.
  • Lindbrook Capital left its Schwab US Broad Market ETF share count unchanged in Q1 2025.
  • Schwab US Broad Market ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1321 holding.
  • Lindbrook Capital first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 15 quarters since.
  • Lindbrook Capital's Schwab US Broad Market ETF position peaked at $22.4K in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.