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	–	–	0.65%	37
2022 Q1	$641K	Hold	36,000	–	–	0.68%	32
2021 Q4	$678K	Buy	+36,000	New	+$662K	0.75%	33

Other funds holding SCHB

Wealthfront Advisers

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

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

HighTower Advisors

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

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

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return