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Promus Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Promus Capital’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
Q3 		$28.4K Hold
1,104
– – 0.02% 194
2025
Q2 		$26.3K Hold
1,104
– – 0.02% 211
2025
Q1 		$23.8K Hold
1,104
– – 0.02% 203
2024
Q4 		$25.1K Buy
+1,104
New +$25.2K 0.02% 200

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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
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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Promus Capital's SCHB Position: Q3 2025 in Review

Promus Capital held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2025 at 1,104 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #194.

Promus Capital first reported a position in SCHB in Q4 2024 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Promus Capital held 1,104 shares of Schwab US Broad Market ETF worth $28.4K as of Q3 2025.
  • Promus Capital left its Schwab US Broad Market ETF share count unchanged in Q3 2025.
  • Schwab US Broad Market ETF made up 0.02% of Promus Capital's portfolio in Q3 2025, its #194 holding.
  • Promus Capital first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.