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Michael A Dubis Financial Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Michael A Dubis Financial Planning’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 		$315K Hold
14,625
– – 0.31% 35
2024
Q4 		$332K Buy
+14,625
New +$334K 0.32% 35

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

Michael A Dubis Financial Planning's SCHB Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2025 at 14,625 shares worth $315K. The position accounts for 0.31% of the portfolio, ranked #35.

Michael A Dubis Financial Planning first reported a position in SCHB in Q4 2024 and has held it in 2 quarters since. The position peaked at $332K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Michael A Dubis Financial Planning held 14,625 shares of Schwab US Broad Market ETF worth $315K as of Q1 2025.
  • Michael A Dubis Financial Planning left its Schwab US Broad Market ETF share count unchanged in Q1 2025.
  • Schwab US Broad Market ETF made up 0.31% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #35 holding.
  • Michael A Dubis Financial Planning first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's Schwab US Broad Market ETF position peaked at $332K in Q4 2024.
  • 1,173 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.