Moser Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Moser Wealth 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 Q2	$45.3K	Buy	1,900 +3	+0.2%	+$66	0.02%	110
2025 Q1	$40.8K	Buy	1,897 +246	+15%	+$5.6K	0.02%	108
2024 Q4	$37.5K	Buy	1,651 +4	+0.2%	+$91	0.02%	97
2024 Q3	$36.5K	Buy	1,647 +6	+0.4%	+$128	0.02%	98
2024 Q2	$34.4K	Hold	1,641	–	–	0.02%	101
2024 Q1	$33.4K	Buy	1,641 +3	+0.2%	+$58	0.02%	101
2023 Q4	$30.4K	Buy	1,638 +6	+0.4%	+$104	0.02%	99
2023 Q3	$27.1K	Buy	1,632 +3	+0.2%	+$52	0.02%	94
2023 Q2	$28.1K	Buy	+1,629	New	+$26.6K	0.02%	95
2022 Q4	$24.2K	Buy	1,623 +6	+0.4%	+$90	0.02%	95
2022 Q3	$23K	Sell	1,617 -5,367	-77%	-$83.5K	0.02%	99
2022 Q2	$103K	Buy	6,984 +3	+0%	+$48	0.08%	76
2022 Q1	$124K	Sell	6,981 -3	-0%	-$53	0.08%	75
2021 Q4	$132K	Buy	6,984 +6	+0.1%	+$110	0.08%	75
2021 Q3	$121K	Buy	6,978 +6	+0.1%	+$107	0.08%	77
2021 Q2	$121K	Hold	6,972	–	–	0.08%	78
2021 Q1	$112K	Hold	6,972	–	–	0.08%	79
2020 Q4	$106K	Buy	6,972 +6	+0.1%	+$85	0.08%	73
2020 Q3	$92K	Buy	6,966 +6	+0.1%	+$79	0.07%	71
2020 Q2	$85K	Buy	6,960 +6	+0.1%	+$69	0.08%	66
2020 Q1	$70K	Buy	6,954 +6,006	+634%	+$72.7K	0.08%	68
2019 Q4	$12K	Buy	+948	New	+$11.6K	0.01%	123

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

Moser Wealth Advisors's SCHB Position: Q2 2025 in Review

Moser Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.16% in Q2 2025, buying an estimated $66 and bringing the position to 1,900 shares worth $45.3K. The position accounts for 0.02% of the portfolio, ranked #110.

Moser Wealth Advisors first reported a position in SCHB in Q4 2019 and has held it in 22 quarters since. The position peaked at $132K in Q4 2021. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

Moser Wealth Advisors held 1,900 shares of Schwab US Broad Market ETF worth $45.3K as of Q2 2025.
Moser Wealth Advisors bought 3 Schwab US Broad Market ETF shares in Q2 2025, an estimated $66.
Schwab US Broad Market ETF made up 0.02% of Moser Wealth Advisors's portfolio in Q2 2025, its #110 holding.
Moser Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Schwab US Broad Market ETF position peaked at $132K in Q4 2021.
1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.