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Martin Worley Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Martin Worley 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
Q2 		$880K Sell
36,912
-3,887
-10% -$85.6K 0.43% 52
2025
Q1 		$878K Sell
40,799
-3,464
-8% -$78.8K 0.5% 45
2024
Q4 		$1M Buy
+44,263
New +$1.01M 0.63% 42

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

Martin Worley Group's SCHB Position: Q2 2025 in Review

Martin Worley Group reduced its Schwab US Broad Market ETF (SCHB) stake by 9.5% in Q2 2025, selling an estimated $85.6K and leaving 36,912 shares worth $880K. The position accounts for 0.43% of the portfolio, ranked #52.

Martin Worley Group first reported a position in SCHB in Q4 2024 and has held it in 3 quarters since. The position peaked at $1M in Q4 2024. 1,212 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Martin Worley Group held 36,912 shares of Schwab US Broad Market ETF worth $880K as of Q2 2025.
  • Martin Worley Group sold 3,887 Schwab US Broad Market ETF shares in Q2 2025, an estimated $85.6K.
  • Schwab US Broad Market ETF made up 0.43% of Martin Worley Group's portfolio in Q2 2025, its #52 holding.
  • Martin Worley Group first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's Schwab US Broad Market ETF position peaked at $1M in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.