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My Personal CFO LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

My Personal CFO LLC’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 		– Sell
-25,257
Closed -$662K – 95
2025
Q4 		$662K Sell
25,257
-4,887
-16% -$127K 0.28% 56
2025
Q3 		$775K Buy
30,144
+4,924
+20% +$122K 0.3% 44
2025
Q2 		$601K Buy
25,220
+17
+0.1% +$374 0.27% 56
2025
Q1 		$543K Buy
25,203
+19
+0.1% +$432 0.27% 56
2024
Q4 		$572K Buy
25,184
+20
+0.1% +$457 0.29% 55
2024
Q3 		$558K Buy
25,164
+39
+0.2% +$833 0.31% 56
2024
Q2 		$527K Buy
25,125
+5,961
+31% +$121K 0.28% 61
2024
Q1 		$390K Hold
19,164
– – 0.22% 70
2023
Q4 		$356K Buy
+19,164
New +$331K 0.23% 70

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

My Personal CFO LLC's SCHB Position: Q1 2026 in Review

My Personal CFO LLC sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 25,257 shares — an estimated $662K sold.

My Personal CFO LLC first reported a position in SCHB in Q4 2023 and held it in 9 quarters. The position peaked at $775K in Q3 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • My Personal CFO LLC reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • My Personal CFO LLC sold 25,257 Schwab US Broad Market ETF shares in Q1 2026, an estimated $662K.
  • My Personal CFO LLC first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 9 quarters.
  • My Personal CFO LLC's Schwab US Broad Market ETF position peaked at $775K in Q3 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.