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Premier Path Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Premier Path Wealth 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
Q4 		– Sell
-38,907
Closed -$1M – 410
2025
Q3 		$1M Buy
38,907
+485
+1% +$12K 0.13% 175
2025
Q2 		$916K Buy
38,422
+1
+0% +$22 0.13% 179
2025
Q1 		$827K Sell
38,421
-1,225
-3% -$27.9K 0.13% 180
2024
Q4 		$900K Buy
39,646
+1
+0% +$23 0.14% 168
2024
Q3 		$879K Buy
39,645
+3
+0% +$64 0.14% 165
2024
Q2 		$831K Buy
+39,642
New +$803K 0.14% 160

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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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
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

Premier Path Wealth Partners's SCHB Position: Q4 2025 in Review

Premier Path Wealth Partners sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 38,907 shares — an estimated $1M sold.

Premier Path Wealth Partners first reported a position in SCHB in Q2 2024 and held it in 6 quarters. The position peaked at $1M in Q3 2025. 1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Premier Path Wealth Partners reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Premier Path Wealth Partners sold 38,907 Schwab US Broad Market ETF shares in Q4 2025, an estimated $1M.
  • Premier Path Wealth Partners first reported a position in Schwab US Broad Market ETF in Q2 2024 and held it in 6 quarters.
  • Premier Path Wealth Partners's Schwab US Broad Market ETF position peaked at $1M in Q3 2025.
  • 1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Premier Path Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.