Mason & Associates (Virginia)’s Schwab US Broad Market ETF SCHB Stock Holding History

Mason & Associates (Virginia)’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
2026 Q2	$2.81M	Buy	97,033 +4	+0%	+$112	0.58%	16
2026 Q1	$2.44M	Sell	97,029 -2	-0%	-$52	0.56%	16
2025 Q4	$2.55M	Sell	97,031 -6,131	-6%	-$160K	0.58%	16
2025 Q3	$2.46M	Hold	103,162	–	–	0.62%	15
2025 Q2	$2.46M	Sell	103,162 -1,801	-2%	-$39.7K	0.62%	15
2025 Q1	$2.26M	Sell	104,963 -5,624	-5%	-$128K	0.65%	14
2024 Q4	$2.51M	Sell	110,587 -2,066	-2%	-$47.2K	0.75%	13
2024 Q3	$2.5M	Sell	112,653 -2,022	-2%	-$43.2K	0.76%	13
2024 Q2	$2.4M	Buy	+114,675	New	+$2.32M	0.79%	13

Other funds holding SCHB

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return