Schaeffer Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Schaeffer Financial’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	$22.6M	Buy	902,377 +20,451	+2%	+$537K	19.06%	2
2025 Q4	$23.1M	Buy	881,926 +3,618	+0.4%	+$94.2K	20.19%	2
2025 Q3	$22.6M	Buy	878,308 +19,421	+2%	+$481K	20.47%	1
2025 Q2	$20.5M	Buy	858,887 +16,314	+2%	+$359K	19.99%	1
2025 Q1	$18.1M	Sell	842,573 -16,539	-2%	-$376K	20.02%	2
2024 Q4	$19.5M	Buy	859,112 +4,490	+0.5%	+$103K	19.45%	1
2024 Q3	$18.9M	Buy	854,622 +6,969	+0.8%	+$149K	19.25%	1
2024 Q2	$17.8M	Sell	847,653 -11,670	-1%	-$236K	19.28%	1
2024 Q1	$17.5M	Sell	859,323 -240	-0%	-$4.64K	17.41%	2
2023 Q4	$16M	Buy	+859,563	New	+$14.8M	16.89%	2
2022 Q3	$10.2M	Buy	726,210 +21,528	+3%	+$335K	18.9%	1
2022 Q2	$10.4M	Sell	704,682 -648	-0.1%	-$10.4K	16.84%	2
2022 Q1	$12.6M	Sell	705,330 -45,168	-6%	-$793K	16.94%	2
2021 Q4	$14.1M	Buy	+750,498	New	+$13.8M	17.89%	2

Other funds holding SCHB

Wealthfront Advisers

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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