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McClarren Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

McClarren Financial Advisors’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 		– Sell
-1,669
Closed -$37K – 351
2024
Q4 		$37K Buy
+1,669
New +$38.1K 0.1% 96
2024
Q3 		– Sell
-375
Closed -$34K – 335
2024
Q2 		$34K Sell
375
-1,281
-77% -$26K 0.02% 170
2024
Q1 		$34K Buy
1,656
+6
+0.4% +$116 0.02% 171
2023
Q4 		$31K Buy
1,650
+9
+0.5% +$155 0.02% 194
2023
Q3 		$27K Buy
1,641
+6
+0.4% +$104 0.02% 190
2023
Q2 		$28K Sell
1,635
-147
-8% -$2.4K 0.02% 195
2023
Q1 		$27K Buy
1,782
+6
+0.3% +$94 0.02% 186
2022
Q4 		$26K Buy
1,776
+9
+0.5% +$135 0.02% 194
2022
Q3 		$24K Buy
+1,767
New +$27.5K 0.02% 186

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

McClarren Financial Advisors's SCHB Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 1,669 shares — an estimated $37K sold.

McClarren Financial Advisors first reported a position in SCHB in Q3 2022 and held it in 9 quarters. The position peaked at $37K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • McClarren Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,669 Schwab US Broad Market ETF shares in Q1 2025, an estimated $37K.
  • McClarren Financial Advisors first reported a position in Schwab US Broad Market ETF in Q3 2022 and held it in 9 quarters.
  • McClarren Financial Advisors's Schwab US Broad Market ETF position peaked at $37K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.