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Lokken Investment Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Lokken Investment Group’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 		$3.41M Buy
132,604
+4
+0% +$99 1.17% 22
2025
Q2 		$3.16M Buy
132,600
+5
+0% +$110 1.22% 21
2025
Q1 		$2.85M Sell
132,595
-625
-0.5% -$14.2K 1.2% 20
2024
Q4 		$3.02M Sell
133,220
-982
-0.7% -$22.4K 1.31% 19
2024
Q3 		$2.98M Buy
134,202
+10,728
+9% +$229K 1.24% 18
2024
Q2 		$2.59M Sell
123,474
-1,152
-0.9% -$23.3K 1.22% 18
2024
Q1 		$2.54M Buy
124,626
+11,469
+10% +$222K 1.26% 19
2023
Q4 		$2.1M Sell
113,157
-12
-0% -$207 1.19% 21
2023
Q3 		$1.88M Buy
113,169
+18,342
+19% +$317K 1.23% 22
2023
Q2 		$1.63M Buy
94,827
+23,082
+32% +$376K 1.07% 23
2023
Q1 		$1.14M Buy
71,745
+20,019
+39% +$313K 0.87% 29
2022
Q4 		$773K Sell
51,726
-72,891
-58% -$1.1M 0.61% 39
2022
Q3 		$1.74M Buy
124,617
+9
+0% +$140 1.5% 20
2022
Q2 		$1.83M Buy
124,608
+66,909
+116% +$1.07M 1.49% 19
2022
Q1 		$933K Buy
57,699
+1,245
+2% +$21.9K 0.74% 30
2021
Q4 		$1.06M Sell
56,454
-402
-0.7% -$7.4K 0.76% 29
2021
Q3 		$984K Buy
56,856
+2,178
+4% +$38.7K 0.78% 30
2021
Q2 		$950K Buy
54,678
+11,178
+26% +$189K 0.77% 31
2021
Q1 		$701K Buy
43,500
+2,118
+5% +$33.4K 0.62% 38
2020
Q4 		$628K Buy
+41,382
New +$589K 0.57% 38

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 $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

Lokken Investment Group's SCHB Position: Q3 2025 in Review

Lokken Investment Group increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q3 2025, buying an estimated $99 and bringing the position to 132,604 shares worth $3.41M. The position accounts for 1.17% of the portfolio, ranked #22.

Lokken Investment Group first reported a position in SCHB in Q4 2020 and has held it in 20 quarters since. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Lokken Investment Group held 132,604 shares of Schwab US Broad Market ETF worth $3.41M as of Q3 2025.
  • Lokken Investment Group bought 4 Schwab US Broad Market ETF shares in Q3 2025, an estimated $99.
  • Schwab US Broad Market ETF made up 1.17% of Lokken Investment Group's portfolio in Q3 2025, its #22 holding.
  • Lokken Investment Group first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.