Sandy Spring Bank’s Schwab US Broad Market ETF SCHB Stock Holding History

Sandy Spring Bank’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	$281K	Sell	13,059 -40	-0.3%	-$910	0.01%	331
2024 Q4	$297K	Buy	13,099 +19	+0.1%	+$434	0.01%	329
2024 Q3	$290K	Sell	13,080 -5,388	-29%	-$115K	0.01%	336
2024 Q2	$387K	Buy	18,468 +10,398	+129%	+$211K	0.02%	305
2024 Q1	$164K	Buy	8,070 +6	+0.1%	+$116	0.01%	393
2023 Q4	$150K	Buy	8,064 +168	+2%	+$2.9K	0.01%	396
2023 Q3	$131K	Buy	7,896 +6	+0.1%	+$104	0.01%	396
2023 Q2	$136K	Buy	7,890 +9	+0.1%	+$147	0.01%	407
2023 Q1	$126K	Sell	7,881 -6,786	-46%	-$106K	0.01%	397
2022 Q4	$219K	Buy	14,667 +9	+0.1%	+$135	0.01%	324
2022 Q3	$205K	Buy	14,658 +9	+0.1%	+$140	0.01%	325
2022 Q2	$216K	Buy	14,649 +6	+0%	+$96	0.01%	319
2022 Q1	$260K	Buy	14,643 +303	+2%	+$5.32K	0.01%	312
2021 Q4	$271K	Buy	14,340 +2,406	+20%	+$44.3K	0.01%	315
2021 Q3	$207K	Buy	11,934 +102	+0.9%	+$1.81K	0.01%	327
2021 Q2	$205K	Hold	11,832	–	–	0.01%	333
2021 Q1	$190K	Buy	11,832 +258	+2%	+$4.07K	0.01%	326
2020 Q4	$175K	Buy	11,574 +6	+0.1%	+$85	0.01%	329
2020 Q3	$154K	Buy	11,568 +6	+0.1%	+$79	0.01%	321
2020 Q2	$141K	Buy	11,562 +6,798	+143%	+$78.4K	0.01%	317
2020 Q1	$48K	Sell	4,764 -3,852	-45%	-$46.6K	﹤0.01%	447
2019 Q4	$110K	Buy	8,616 +3,828	+80%	+$47K	0.01%	360
2019 Q3	$57K	Hold	4,788	–	–	﹤0.01%	450
2019 Q2	$56K	Hold	4,788	–	–	﹤0.01%	446
2019 Q1	$54K	Hold	4,788	–	–	﹤0.01%	437
2018 Q4	$48K	Hold	4,788	–	–	﹤0.01%	454
2018 Q3	$56K	Sell	4,788 -1,086	-18%	-$12.5K	﹤0.01%	451
2018 Q2	$65K	Sell	5,874 -4,440	-43%	-$48.5K	0.01%	434
2018 Q1	$110K	Buy	10,314 +5,526	+115%	+$60.7K	0.01%	363
2017 Q4	$51K	Hold	4,788	–	–	﹤0.01%	446
2017 Q3	$49K	Hold	4,788	–	–	﹤0.01%	445
2017 Q2	$47K	Hold	4,788	–	–	﹤0.01%	465
2017 Q1	$46K	Hold	4,788	–	–	﹤0.01%	463
2016 Q4	$43K	Hold	4,788	–	–	﹤0.01%	462
2016 Q3	$42K	Hold	4,788	–	–	﹤0.01%	456
2016 Q2	$40K	Hold	4,788	–	–	﹤0.01%	474
2016 Q1	$39K	Hold	4,788	–	–	﹤0.01%	480
2015 Q4	$39K	Hold	4,788	–	–	﹤0.01%	457
2015 Q3	$37K	Sell	4,788 -30,276	-86%	-$249K	﹤0.01%	472
2015 Q2	$294K	Hold	35,064	–	–	0.03%	258
2015 Q1	$295K	Buy	35,064 +2,388	+7%	+$20K	0.03%	255
2014 Q4	$271K	Hold	32,676	–	–	0.03%	241
2014 Q3	$259K	Sell	32,676 -5,790	-15%	-$46.3K	0.03%	257
2014 Q2	$306K	Buy	+38,466	New	+$297K	0.04%	240

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Sandy Spring Bank's SCHB Position: Q1 2025 in Review

Sandy Spring Bank reduced its Schwab US Broad Market ETF (SCHB) stake by 0.31% in Q1 2025, selling an estimated $910 and leaving 13,059 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #331.

Sandy Spring Bank first reported a position in SCHB in Q2 2014 and has held it in 44 quarters since. The position peaked at $387K in Q2 2024. 1,171 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

Sandy Spring Bank held 13,059 shares of Schwab US Broad Market ETF worth $281K as of Q1 2025.
Sandy Spring Bank sold 40 Schwab US Broad Market ETF shares in Q1 2025, an estimated $910.
Schwab US Broad Market ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #331 holding.
Sandy Spring Bank first reported a position in Schwab US Broad Market ETF in Q2 2014 and has held it in 44 quarters since.
Sandy Spring Bank's Schwab US Broad Market ETF position peaked at $387K in Q2 2024.
1,171 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.