MAM
SCHB icon

McCarthy Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

McCarthy Asset Management’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
Q4 		$1.17M Sell
44,647
-43,168
-49% -$1.12M 0.61% 17
2025
Q3 		$2.26M Sell
87,815
-246
-0.3% -$6.09K 1.45% 12
2025
Q2 		$2.1M Sell
88,061
-10,487
-11% -$231K 1.43% 12
2025
Q1 		$2.12M Sell
98,548
-3,958
-4% -$90K 1.54% 12
2024
Q4 		$2.33M Sell
102,506
-24,169
-19% -$552K 1.64% 12
2024
Q3 		$2.81M Sell
126,675
-3,393
-3% -$72.4K 1.75% 12
2024
Q2 		$2.73M Sell
130,068
-6,864
-5% -$139K 1.61% 14
2024
Q1 		$2.79M Sell
136,932
-609
-0.4% -$11.8K 1.72% 12
2023
Q4 		$2.55M Sell
137,541
-1,689
-1% -$29.2K 1.63% 12
2023
Q3 		$2.31M Sell
139,230
-2,883
-2% -$49.9K 1.7% 13
2023
Q2 		$2.45M Sell
142,113
-47,412
-25% -$773K 1.67% 13
2023
Q1 		$3.02M Sell
189,525
-2,457
-1% -$38.4K 2.05% 13
2022
Q4 		$2.87M Buy
191,982
+468
+0.2% +$7.03K 2% 12
2022
Q3 		$2.68M Sell
191,514
-21,741
-10% -$338K 2.1% 13
2022
Q2 		$3.14M Sell
213,255
-234
-0.1% -$3.76K 2.56% 11
2022
Q1 		$3.8M Buy
213,489
+12,159
+6% +$213K 2.64% 12
2021
Q4 		$3.79M Buy
201,330
+12,516
+7% +$230K 2.61% 11
2021
Q3 		$3.27M Buy
188,814
+3,720
+2% +$66.2K 2.46% 12
2021
Q2 		$3.22M Sell
185,094
-51,756
-22% -$876K 2.29% 12
2021
Q1 		$3.82M Sell
236,850
-5,814
-2% -$91.7K 2.99% 8
2020
Q4 		$3.68M Buy
+242,664
New +$3.46M 3.05% 8

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
AF
Align Financial Hermantown, Minnesota $176M AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

McCarthy Asset Management's SCHB Position: Q4 2025 in Review

McCarthy Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 49% in Q4 2025, selling an estimated $1.12M and leaving 44,647 shares worth $1.17M. The position accounts for 0.61% of the portfolio, ranked #17.

McCarthy Asset Management first reported a position in SCHB in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.82M in Q1 2021. 1,309 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • McCarthy Asset Management held 44,647 shares of Schwab US Broad Market ETF worth $1.17M as of Q4 2025.
  • McCarthy Asset Management sold 43,168 Schwab US Broad Market ETF shares in Q4 2025, an estimated $1.12M.
  • Schwab US Broad Market ETF made up 0.61% of McCarthy Asset Management's portfolio in Q4 2025, its #17 holding.
  • McCarthy Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 21 quarters since.
  • McCarthy Asset Management's Schwab US Broad Market ETF position peaked at $3.82M in Q1 2021.
  • 1,309 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on McCarthy Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.