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PrairieView Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

PrairieView Partners’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 		$15.6M Buy
652,952
+28,363
+5% +$625K 1.5% 16
2025
Q1 		$13.4M Sell
624,589
-25,698
-4% -$585K 1.4% 16
2024
Q4 		$14.8M Sell
650,287
-21,470
-3% -$490K 1.54% 16
2024
Q3 		$14.9M Sell
671,757
-28,755
-4% -$614K 1.55% 18
2024
Q2 		$14.7M Sell
700,512
-12,627
-2% -$256K 1.65% 16
2024
Q1 		$14.5M Sell
713,139
-20,634
-3% -$399K 1.66% 16
2023
Q4 		$13.6M Sell
733,773
-5,847
-0.8% -$101K 1.68% 15
2023
Q3 		$12.3M Sell
739,620
-17,943
-2% -$311K 1.67% 16
2023
Q2 		$13.1M Sell
757,563
-43,764
-5% -$713K 1.71% 15
2023
Q1 		$12.8M Sell
801,327
-9,552
-1% -$149K 1.75% 15
2022
Q4 		$12.1M Sell
810,879
-61,149
-7% -$919K 1.79% 15
2022
Q3 		$12.2M Buy
872,028
+9,984
+1% +$155K 2% 13
2022
Q2 		$12.7M Buy
862,044
+19,290
+2% +$310K 1.98% 13
2022
Q1 		$15M Buy
842,754
+55,368
+7% +$972K 2.13% 13
2021
Q4 		$14.8M Sell
787,386
-8,940
-1% -$164K 2.07% 13
2021
Q3 		$13.8M Sell
796,326
-9,828
-1% -$175K 2.06% 15
2021
Q2 		$14M Sell
806,154
-11,190
-1% -$189K 2.1% 15
2021
Q1 		$13.2M Sell
817,344
-21,774
-3% -$343K 2.11% 15
2020
Q4 		$12.7M Sell
839,118
-22,056
-3% -$314K 2.24% 15
2020
Q3 		$11.4M Sell
861,174
-9,528
-1% -$125K 2.4% 14
2020
Q2 		$10.7M Sell
870,702
-74,694
-8% -$861K 2.35% 14
2020
Q1 		$9.52M Buy
945,396
+287,352
+44% +$3.48M 2.4% 13
2019
Q4 		$8.43M Sell
658,044
-29,118
-4% -$357K 1.81% 15
2019
Q3 		$8.13M Buy
687,162
+144,384
+27% +$1.71M 1.88% 14
2019
Q2 		$6.38M Buy
542,778
+2,196
+0.4% +$25.4K 1.59% 16
2019
Q1 		$6.13M Buy
540,582
+4,164
+0.8% +$45.5K 1.58% 16
2018
Q4 		$5.36M Sell
536,418
-1,524
-0.3% -$16.5K 1.51% 15
2018
Q3 		$6.31M Sell
537,942
-24,258
-4% -$280K 1.65% 15
2018
Q2 		$6.18M Buy
562,200
+25,158
+5% +$275K 1.59% 14
2018
Q1 		$5.71M Sell
537,042
-6,714
-1% -$73.8K 1.36% 17
2017
Q4 		$5.85M Buy
+543,756
New +$5.7M 1.64% 16

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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
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

PrairieView Partners's SCHB Position: Q2 2025 in Review

PrairieView Partners increased its Schwab US Broad Market ETF (SCHB) stake by 4.5% in Q2 2025, buying an estimated $625K and bringing the position to 652,952 shares worth $15.6M. The position accounts for 1.5% of the portfolio, ranked #16.

PrairieView Partners first reported a position in SCHB in Q4 2017 and has held it in 31 quarters since. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • PrairieView Partners held 652,952 shares of Schwab US Broad Market ETF worth $15.6M as of Q2 2025.
  • PrairieView Partners bought 28,363 Schwab US Broad Market ETF shares in Q2 2025, an estimated $625K.
  • Schwab US Broad Market ETF made up 1.5% of PrairieView Partners's portfolio in Q2 2025, its #16 holding.
  • PrairieView Partners first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 31 quarters since.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.