MYeCFO’s Schwab US Broad Market ETF SCHB Stock Holding History

MYeCFO’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	$64.2M	Buy	2,557,723 +76,674	+3%	+$2.01M	26.86%	1
2025 Q4	$65.1M	Buy	2,481,049 +63,496	+3%	+$1.65M	27.62%	1
2025 Q3	$62.2M	Buy	2,417,553 +18,517	+0.8%	+$458K	28.28%	1
2025 Q2	$57.2M	Buy	2,399,036 +30,801	+1%	+$678K	28.04%	1
2025 Q1	$51M	Buy	2,368,235 +97,986	+4%	+$2.23M	26.99%	1
2024 Q4	$51.5M	Buy	2,270,249 +47,327	+2%	+$1.08M	27.82%	1
2024 Q3	$49.3M	Sell	2,222,922 -43,053	-2%	-$919K	26.71%	1
2024 Q2	$47.5M	Buy	2,265,975 +6,900	+0.3%	+$140K	27.39%	1
2024 Q1	$46M	Buy	2,259,075 +97,230	+4%	+$1.88M	26.97%	1
2023 Q4	$40.1M	Buy	2,161,845 +91,500	+4%	+$1.58M	25.28%	1
2023 Q3	$34.5M	Buy	2,070,345 +117,399	+6%	+$2.03M	23.9%	1
2023 Q2	$33.7M	Sell	1,952,946 -62,748	-3%	-$1.02M	24.46%	1
2023 Q1	$32.2M	Buy	2,015,694 +90,465	+5%	+$1.41M	24.11%	1
2022 Q4	$28.8M	Buy	+1,925,229	New	+$28.9M	23.68%	1

Other funds holding SCHB

Wealthfront Advisers

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return