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Savvy Advisors Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Savvy Advisors Inc’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
Q1 		$5.59M Sell
222,657
-4,753
-2% -$125K 0.15% 112
2025
Q4 		$5.96M Sell
227,410
-6,281
-3% -$164K 0.19% 90
2025
Q3 		$6.01M Buy
233,691
+8,281
+4% +$205K 0.28% 68
2025
Q2 		$5.37M Buy
225,410
+203,096
+910% +$4.47M 0.36% 50
2025
Q1 		$480K Sell
22,314
-2,699
-11% -$61.4K 0.05% 296
2024
Q4 		$568K Sell
25,013
-5,014
-17% -$115K 0.07% 231
2024
Q3 		$666K Buy
30,027
+1,767
+6% +$37.7K 0.14% 153
2024
Q2 		$592K Sell
28,260
-63
-0.2% -$1.28K 0.19% 121
2024
Q1 		$576K Hold
28,323
– – 0.33% 79
2023
Q4 		$526K Buy
+28,323
New +$489K 0.51% 53

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Betterment LLC
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R
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SCM
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UBS AM
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HighTower Advisors
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SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return