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Morton Brown Family Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Morton Brown Family Wealth’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
2026
Q1 		$101M Buy
4,017,868
+170,427
+4% +$4.47M 26.65% 1
2025
Q4 		$101M Buy
3,847,441
+18,364
+0.5% +$478K 27.48% 1
2025
Q3 		$98.4M Sell
3,829,077
-4,855
-0.1% -$120K 28.25% 1
2025
Q2 		$91.4M Buy
3,833,932
+151,170
+4% +$3.33M 27.79% 1
2025
Q1 		$79.3M Buy
3,682,762
+112,188
+3% +$2.55M 26.95% 1
2024
Q4 		$81.1M Buy
3,570,574
+111,169
+3% +$2.54M 28.25% 1
2024
Q3 		$76.7M Buy
3,459,405
+265,923
+8% +$5.68M 27.26% 1
2024
Q2 		$68.2M Buy
3,193,482
+54,177
+2% +$1.1M 26.93% 1
2024
Q1 		$63.9M Buy
3,139,305
+14,712
+0.5% +$285K 26.37% 1
2023
Q4 		$58M Buy
3,124,593
+103,101
+3% +$1.78M 25.4% 1
2023
Q3 		$50.2M Buy
3,021,492
+262,317
+10% +$4.54M 25.67% 1
2023
Q2 		$47.5M Buy
2,759,175
+373,251
+16% +$6.08M 25.39% 1
2023
Q1 		$38.1M Buy
2,385,924
+307,875
+15% +$4.81M 22.69% 1
2022
Q4 		$31M Buy
2,078,049
+164,448
+9% +$2.47M 21.16% 1
2022
Q3 		$26.8M Sell
1,913,601
-166,638
-8% -$2.59M 21.35% 1
2022
Q2 		$30.6M Buy
2,080,239
+91,797
+5% +$1.47M 23.73% 1
2022
Q1 		$35.4M Buy
1,988,442
+113,880
+6% +$2M 26.74% 1
2021
Q4 		$35.3M Buy
+1,874,562
New +$34.5M 27.06% 1

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Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return