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Morningstar Investment Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Morningstar Investment Services’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 		$3.77M Sell
175,180
-107,082
-38% -$2.44M 0.69% 37
2024
Q4 		$6.41M Sell
282,262
-2,211,176
-89% -$50.5M 0.58% 52
2024
Q3 		$55.1M Buy
2,493,438
+142,278
+6% +$3.04M 0.56% 49
2024
Q2 		$49.4M Buy
2,351,160
+178,779
+8% +$3.62M 0.54% 49
2024
Q1 		$44.2M Sell
2,172,381
-2,104,377
-49% -$40.7M 0.49% 58
2023
Q4 		$79.7M Buy
4,276,758
+2,282,286
+114% +$39.4M 0.45% 58
2023
Q3 		$33.2M Buy
1,994,472
+129,105
+7% +$2.23M 0.43% 67
2023
Q2 		$31.8M Buy
1,865,367
+150,498
+9% +$2.45M 0.41% 73
2023
Q1 		$26.9M Buy
1,714,869
+90,606
+6% +$1.42M 0.36% 83
2022
Q4 		$24.3M Buy
1,624,263
+65,091
+4% +$978K 0.33% 85
2022
Q3 		$23.2M Buy
1,559,172
+193,122
+14% +$3M 0.33% 85
2022
Q2 		$20.3M Buy
1,366,050
+248,268
+22% +$3.98M 0.27% 90
2022
Q1 		$20.2M Buy
1,117,782
+301,092
+37% +$5.29M 0.23% 95
2021
Q4 		$15.4M Buy
816,690
+304,824
+60% +$5.61M 0.17% 103
2021
Q3 		$8.96M Buy
511,866
+297,882
+139% +$5.3M 0.11% 113
2021
Q2 		$3.72M Buy
+213,984
New +$3.62M 0.04% 139

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 $901M AUM 21.04% 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

Morningstar Investment Services's SCHB Position: Q1 2025 in Review

Morningstar Investment Services reduced its Schwab US Broad Market ETF (SCHB) stake by 38% in Q1 2025, selling an estimated $2.44M and leaving 175,180 shares worth $3.77M. The position accounts for 0.69% of the portfolio, ranked #37.

Morningstar Investment Services first reported a position in SCHB in Q2 2021 and has held it in 16 quarters since. The position peaked at $79.7M in Q4 2023. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Morningstar Investment Services held 175,180 shares of Schwab US Broad Market ETF worth $3.77M as of Q1 2025.
  • Morningstar Investment Services sold 107,082 Schwab US Broad Market ETF shares in Q1 2025, an estimated $2.44M.
  • Schwab US Broad Market ETF made up 0.69% of Morningstar Investment Services's portfolio in Q1 2025, its #37 holding.
  • Morningstar Investment Services first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 16 quarters since.
  • Morningstar Investment Services's Schwab US Broad Market ETF position peaked at $79.7M in Q4 2023.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.