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

River 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
Q1 		– Sell
-8,988
Closed -$204K – 208
2024
Q4 		$204K Sell
8,988
-1,632
-15% -$37.3K 0.03% 206
2024
Q3 		$235K Hold
10,620
– – 0.03% 197
2024
Q2 		$223K Buy
10,620
+30
+0.3% +$608 0.03% 185
2024
Q1 		$216K Buy
+10,590
New +$205K 0.03% 201
2022
Q3 		– Sell
-19,179
Closed -$283K – 208
2022
Q2 		$283K Sell
19,179
-141
-0.7% -$2.26K 0.05% 186
2022
Q1 		$344K Hold
19,320
– – 0.05% 177
2021
Q4 		$364K Sell
19,320
-6,210
-24% -$114K 0.06% 176
2021
Q3 		$442K Sell
25,530
-402
-2% -$7.15K 0.08% 159
2021
Q2 		$451K Buy
25,932
+1,662
+7% +$28.1K 0.08% 154
2021
Q1 		$391K Sell
24,270
-1,272
-5% -$20.1K 0.07% 163
2020
Q4 		$387K Sell
25,542
-1,368
-5% -$19.5K 0.08% 158
2020
Q3 		$357K Sell
26,910
-2,538
-9% -$33.4K 0.09% 154
2020
Q2 		$361K Buy
29,448
+78
+0.3% +$899 0.11% 138
2020
Q1 		$296K Sell
29,370
-72
-0.2% -$871 0.12% 133
2019
Q4 		$377K Sell
29,442
-60
-0.2% -$736 0.13% 131
2019
Q3 		$349K Sell
29,502
-912
-3% -$10.8K 0.13% 132
2019
Q2 		$358K Buy
30,414
+4,230
+16% +$48.8K 0.14% 132
2019
Q1 		$297K Sell
26,184
-3,414
-12% -$37.3K 0.12% 135
2018
Q4 		$296K Hold
29,598
– – 0.13% 135
2018
Q3 		$347K Buy
29,598
+204
+0.7% +$2.35K 0.13% 135
2018
Q2 		$323K Buy
29,394
+2,628
+10% +$28.7K 0.13% 137
2018
Q1 		$285K Buy
26,766
+6,360
+31% +$69.9K 0.12% 140
2017
Q4 		$219K Buy
+20,406
New +$214K 0.09% 157

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

River Wealth Advisors's SCHB Position: Q1 2025 in Review

River Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 8,988 shares — an estimated $204K sold.

River Wealth Advisors first reported a position in SCHB in Q4 2017 and held it in 23 quarters. The position peaked at $451K in Q2 2021. 1,174 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • River Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • River Wealth Advisors sold 8,988 Schwab US Broad Market ETF shares in Q1 2025, an estimated $204K.
  • River Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 23 quarters.
  • River Wealth Advisors's Schwab US Broad Market ETF position peaked at $451K in Q2 2021.
  • 1,174 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on River Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.