SA
SCHB icon

Shilanski & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Shilanski & Associates’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
Q3 		$31.6M Buy
1,229,744
+36,062
+3% +$893K 8.4% 2
2025
Q2 		$28.4M Buy
1,193,682
+32,381
+3% +$713K 8.13% 2
2025
Q1 		$25M Buy
1,161,301
+40,976
+4% +$932K 7.8% 2
2024
Q4 		$25.4M Buy
1,120,325
+66,347
+6% +$1.52M 8.16% 2
2024
Q3 		$23.4M Sell
1,053,978
-83,637
-7% -$1.79M 7.59% 2
2024
Q2 		$23.8M Buy
1,137,615
+35,142
+3% +$712K 8.02% 2
2024
Q1 		$22.4M Buy
1,102,473
+25,683
+2% +$497K 7.73% 2
2023
Q4 		$20M Buy
1,076,790
+128,976
+14% +$2.23M 7.61% 2
2023
Q3 		$15.7M Buy
947,814
+79,275
+9% +$1.37M 6.42% 2
2023
Q2 		$15M Buy
868,539
+36,036
+4% +$587K 6.06% 2
2023
Q1 		$13.2M Buy
832,503
+29,793
+4% +$466K 5.92% 2
2022
Q4 		$12M Buy
802,710
+629,214
+363% +$9.46M 5.24% 2
2022
Q3 		$2.43M Sell
173,496
-528,822
-75% -$8.23M 0.89% 22
2022
Q2 		$10.3M Buy
702,318
+39,450
+6% +$633K 4.84% 2
2022
Q1 		$11.8M Buy
662,868
+66,552
+11% +$1.17M 4.95% 2
2021
Q4 		$11.2M Buy
596,316
+44,358
+8% +$816K 4.78% 2
2021
Q3 		$9.55M Buy
551,958
+17,910
+3% +$319K 4.44% 2
2021
Q2 		$9.28M Buy
534,048
+63,102
+13% +$1.07M 4.4% 3
2021
Q1 		$7.59M Buy
470,946
+8,118
+2% +$128K 4.05% 2
2020
Q4 		$7.02M Buy
462,828
+92,370
+25% +$1.32M 4.26% 3
2020
Q3 		$4.92M Buy
370,458
+1,584
+0.4% +$20.8K 3.33% 5
2020
Q2 		$4.52M Buy
368,874
+29,772
+9% +$343K 3.29% 5
2020
Q1 		$3.42M Buy
339,102
+26,340
+8% +$319K 3.42% 5
2019
Q4 		$4.01M Buy
312,762
+7,326
+2% +$89.9K 3.09% 5
2019
Q3 		$3.62M Buy
305,436
+2,112
+0.7% +$25K 2.92% 9
2019
Q2 		$3.57M Buy
+303,324
New +$3.5M 2.9% 8

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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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
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

Shilanski & Associates's SCHB Position: Q3 2025 in Review

Shilanski & Associates increased its Schwab US Broad Market ETF (SCHB) stake by 3% in Q3 2025, buying an estimated $893K and bringing the position to 1,229,744 shares worth $31.6M. The position accounts for 8.4% of the portfolio, ranked #2.

Shilanski & Associates first reported a position in SCHB in Q2 2019 and has held it in 26 quarters since. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Shilanski & Associates held 1,229,744 shares of Schwab US Broad Market ETF worth $31.6M as of Q3 2025.
  • Shilanski & Associates bought 36,062 Schwab US Broad Market ETF shares in Q3 2025, an estimated $893K.
  • Schwab US Broad Market ETF made up 8.4% of Shilanski & Associates's portfolio in Q3 2025, its #2 holding.
  • Shilanski & Associates first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 26 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.