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Merriman Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Merriman Wealth 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
2024
Q4 		$630K Sell
27,738
-870
-3% -$19.9K 0.03% 119
2024
Q3 		$634K Sell
28,608
-11,280
-28% -$241K 0.03% 129
2024
Q2 		$836K Buy
39,888
+1,596
+4% +$32.3K 0.04% 107
2024
Q1 		$779K Hold
38,292
– – 0.03% 110
2023
Q4 		$711K Sell
38,292
-3,219
-8% -$55.6K 0.03% 113
2023
Q3 		$690K Buy
41,511
+2,049
+5% +$35.5K 0.04% 104
2023
Q2 		$680K Sell
39,462
-2,118
-5% -$34.5K 0.03% 125
2023
Q1 		$663K Hold
41,580
– – 0.03% 117
2022
Q4 		$621K Hold
41,580
– – 0.03% 130
2022
Q3 		$582K Buy
41,580
+75
+0.2% +$1.17K 0.04% 94
2022
Q2 		$611K Sell
41,505
-33
-0.1% -$530 0.04% 90
2022
Q1 		$739K Buy
41,538
+1,446
+4% +$25.4K 0.06% 102
2021
Q4 		$755K Hold
40,092
– – 0.06% 123
2021
Q3 		$694K Sell
40,092
-1,668
-4% -$29.7K 0.06% 118
2021
Q2 		$726K Buy
41,760
+1,668
+4% +$28.2K 0.06% 134
2021
Q1 		$646K Sell
40,092
-6,954
-15% -$110K 0.07% 115
2020
Q4 		$714K Sell
47,046
-65,022
-58% -$926K 0.08% 127
2020
Q3 		$1.49M Sell
112,068
-678
-0.6% -$8.91K 0.22% 66
2020
Q2 		$1.38M Sell
112,746
-186
-0.2% -$2.14K 0.22% 67
2020
Q1 		$1.14M Sell
112,932
-44,496
-28% -$538K 0.25% 58
2019
Q4 		$2.02M Buy
157,428
+30
+0% +$368 0.39% 58
2019
Q3 		$1.86M Buy
157,398
+6
+0% +$71 0.38% 59
2019
Q2 		$1.86M Buy
157,392
+672
+0.4% +$7.76K 0.36% 60
2019
Q1 		$1.78M Sell
156,720
-45,126
-22% -$493K 0.34% 60
2018
Q4 		$2.04M Buy
+201,846
New +$2.18M 0.44% 29
2017
Q2 		– Sell
-1,475,052
Closed -$14M – 137
2017
Q1 		$14M Buy
+1,475,052
New +$13.8M 3.41% 5

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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

Merriman Wealth Management's SCHB Position: Q4 2024 in Review

Merriman Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 3% in Q4 2024, selling an estimated $19.9K and leaving 27,738 shares worth $630K. The position accounts for 0.03% of the portfolio, ranked #119.

Merriman Wealth Management first reported a position in SCHB in Q1 2017 and has held it in 26 quarters since. The position peaked at $14M in Q1 2017. 1,181 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Merriman Wealth Management held 27,738 shares of Schwab US Broad Market ETF worth $630K as of Q4 2024.
  • Merriman Wealth Management sold 870 Schwab US Broad Market ETF shares in Q4 2024, an estimated $19.9K.
  • Schwab US Broad Market ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #119 holding.
  • Merriman Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 26 quarters since.
  • Merriman Wealth Management's Schwab US Broad Market ETF position peaked at $14M in Q1 2017.
  • 1,181 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.