Painted Porch Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Painted Porch 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 Q4	–	Sell	-372	Closed	-$9.56K	–	352
2025 Q3	$9.56K	Hold	372	–	–	﹤0.01%	297
2025 Q2	$8.87K	Hold	372	–	–	﹤0.01%	287
2025 Q1	$8.01K	Hold	372	–	–	﹤0.01%	288
2024 Q4	$8.44K	Sell	372 -330	-47%	-$7.54K	﹤0.01%	281
2024 Q3	$15.6K	Buy	702 +330	+89%	+$7.05K	0.01%	216
2024 Q2	$7.8K	Buy	+372	New	+$7.54K	﹤0.01%	231
2024 Q1	–	Sell	-11,778	Closed	-$219K	–	66
2023 Q4	$219K	Buy	+11,778	New	+$203K	0.17%	46

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Painted Porch Advisors's SCHB Position: Q4 2025 in Review

Painted Porch Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 372 shares — an estimated $9.56K sold.

Painted Porch Advisors first reported a position in SCHB in Q4 2023 and held it in 7 quarters. The position peaked at $219K in Q4 2023. 1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

Painted Porch Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 372 Schwab US Broad Market ETF shares in Q4 2025, an estimated $9.56K.
Painted Porch Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 7 quarters.
Painted Porch Advisors's Schwab US Broad Market ETF position peaked at $219K in Q4 2023.
1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.