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

Redmont 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
2025 Q4	$496	Sell	19 -1	-5%	-$26	﹤0.01%	300
2025 Q3	$510	Hold	20	–	–	﹤0.01%	304
2025 Q2	$472	Hold	20	–	–	﹤0.01%	301
2025 Q1	$425	Buy	+20	New	+$455	﹤0.01%	173
2024 Q4	–	Sell	-21	Closed	-$439	–	257
2024 Q3	$439	Hold	21	–	–	﹤0.01%	314
2024 Q2	$413	Hold	21	–	–	﹤0.01%	332
2024 Q1	$401	Buy	+21	New	+$406	﹤0.01%	317
2023 Q1	–	Sell	-30,018	Closed	-$448K	–	102
2022 Q4	$448K	Hold	30,018	–	–	0.53%	56
2022 Q3	$420K	Sell	30,018 -5,982	-17%	-$93.1K	0.55%	47
2022 Q2	$530K	Hold	36,000	–	–	0.64%	37
2022 Q1	$641K	Hold	36,000	–	–	0.68%	32
2021 Q4	$678K	Buy	+36,000	New	+$662K	0.73%	33

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Redmont Wealth Advisors's SCHB Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 5% in Q4 2025, selling an estimated $26 and leaving 19 shares worth $496. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Redmont Wealth Advisors first reported a position in SCHB in Q4 2021 and has held it in 12 quarters since. The position peaked at $678K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

Redmont Wealth Advisors held 19 shares of Schwab US Broad Market ETF worth $496 as of Q4 2025.
Redmont Wealth Advisors sold 1 Schwab US Broad Market ETF share in Q4 2025, an estimated $26.
Schwab US Broad Market ETF made up ﹤0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #300 holding.
Redmont Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 12 quarters since.
Redmont Wealth Advisors's Schwab US Broad Market ETF position peaked at $678K in Q4 2021.
1,314 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.