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

Private Portfolio 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
2024 Q4	$3.16M	Buy	139,203 +990	+0.7%	+$22.6K	0.58%	36
2024 Q3	$3.06M	Buy	+138,213	New	+$2.95M	0.57%	37
2024 Q2	–	Sell	-138,963	Closed	-$2.83M	–	225
2024 Q1	$2.83M	Sell	138,963 -405	-0.3%	-$7.84K	0.59%	36
2023 Q4	$2.59M	Hold	139,368	–	–	0.59%	35
2023 Q3	$2.32M	Hold	139,368	–	–	0.6%	37
2023 Q2	$2.4M	Hold	139,368	–	–	0.62%	33
2023 Q1	$2.22M	Hold	139,368	–	–	0.6%	32
2022 Q4	$2.08M	Hold	139,368	–	–	0.55%	38
2022 Q3	$1.95M	Hold	139,368	–	–	0.56%	38
2022 Q2	$2.05M	Hold	139,368	–	–	0.57%	40
2022 Q1	$2.48M	Hold	139,368	–	–	0.61%	38
2021 Q4	$2.62M	Hold	139,368	–	–	0.67%	37
2021 Q3	$2.41M	Hold	139,368	–	–	0.69%	35
2021 Q2	$2.42M	Hold	139,368	–	–	0.7%	34
2021 Q1	$2.25M	Hold	139,368	–	–	0.73%	34
2020 Q4	$2.11M	Hold	139,368	–	–	0.75%	32
2020 Q3	$1.85M	Sell	139,368 -1,200	-0.9%	-$15.8K	0.75%	33
2020 Q2	$1.72M	Sell	140,568 -1,272	-0.9%	-$14.7K	0.79%	34
2020 Q1	$1.43M	Hold	141,840	–	–	0.76%	33
2019 Q4	$1.82M	Hold	141,840	–	–	0.79%	31
2019 Q3	$1.68M	Hold	141,840	–	–	0.79%	33
2019 Q2	$1.67M	Hold	141,840	–	–	0.72%	38
2019 Q1	$1.61M	Buy	141,840 +600	+0.4%	+$6.55K	0.85%	31
2018 Q4	$1.41M	Buy	+141,240	New	+$1.53M	0.87%	30

Other funds holding SCHB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Private Portfolio Partners's SCHB Position: Q4 2024 in Review

Private Portfolio Partners increased its Schwab US Broad Market ETF (SCHB) stake by 0.72% in Q4 2024, buying an estimated $22.6K and bringing the position to 139,203 shares worth $3.16M. The position accounts for 0.58% of the portfolio, ranked #36.

Private Portfolio Partners first reported a position in SCHB in Q4 2018 and has held it in 24 quarters since. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

Private Portfolio Partners held 139,203 shares of Schwab US Broad Market ETF worth $3.16M as of Q4 2024.
Private Portfolio Partners bought 990 Schwab US Broad Market ETF shares in Q4 2024, an estimated $22.6K.
Schwab US Broad Market ETF made up 0.58% of Private Portfolio Partners's portfolio in Q4 2024, its #36 holding.
Private Portfolio Partners first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 24 quarters since.
1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.