PAI
SCHB icon

Pittenger & Anderson Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Pittenger & Anderson Inc’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
-912
Closed -$23.9K – 558
2025
Q4 		$23.9K Buy
+912
New +$23.7K ﹤0.01% 349
2021
Q2 		– Sell
-324
Closed -$5K – 420
2021
Q1 		$5K Buy
+324
New +$5.11K ﹤0.01% 342
2019
Q2 		– Sell
-126
Closed -$1K – 384
2019
Q1 		$1K Hold
126
– – ﹤0.01% 374
2018
Q4 		$1K Sell
126
-264
-68% -$2.85K ﹤0.01% 358
2018
Q3 		$5K Buy
390
+72
+23% +$830 ﹤0.01% 349
2018
Q2 		$3K Buy
+318
New +$3.48K ﹤0.01% 362
2015
Q4 		– Sell
-16,110
Closed -$125K – 428
2015
Q3 		$125K Buy
16,110
+120
+0.8% +$986 0.02% 272
2015
Q2 		$134K Hold
15,990
– – 0.02% 271
2015
Q1 		$135K Hold
15,990
– – 0.02% 270
2014
Q4 		$133K Buy
+15,990
New +$129K 0.02% 258

Other funds holding SCHB

Wealthfront Advisers
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