Redhawk Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Redhawk Wealth Advisors’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 Q2	$1.83M	Sell	63,123 -6,829	-10%	-$191K	0.18%	124
2026 Q1	$1.76M	Sell	69,952 -1,054	-1%	-$27.7K	0.19%	126
2025 Q4	$1.86M	Sell	71,006 -23,380	-25%	-$609K	0.21%	112
2025 Q3	$2.43M	Sell	94,386 -1,388	-1%	-$34.4K	0.28%	86
2025 Q2	$2.28M	Sell	95,774 -18,201	-16%	-$401K	0.29%	81
2025 Q1	$2.45M	Sell	113,975 -52,131	-31%	-$1.19M	0.33%	62
2024 Q4	$3.77M	Buy	166,106 +4,238	+3%	+$96.8K	0.51%	45
2024 Q3	$3.59M	Sell	161,868 -48,285	-23%	-$1.03M	0.51%	50
2024 Q2	$4.4M	Sell	210,153 -8,268	-4%	-$168K	0.67%	40
2024 Q1	$4.44M	Sell	218,421 -18,585	-8%	-$360K	0.72%	32
2023 Q4	$4.4M	Buy	+237,006	New	+$4.09M	0.86%	29

Other funds holding SCHB

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return