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

Simplicity Wealth’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
-11,801
Closed -$268K – 599
2024
Q4 		$268K Sell
11,801
-2,086
-15% -$47.6K 0.06% 256
2024
Q3 		$308K Sell
13,887
-2,577
-16% -$55K 0.03% 384
2024
Q2 		$345K Sell
16,464
-7,044
-30% -$143K 0.01% 904
2024
Q1 		$478K Buy
+23,508
New +$455K 0.01% 757

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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 $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Simplicity Wealth's SCHB Position: Q1 2025 in Review

Simplicity Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 11,801 shares — an estimated $268K sold.

Simplicity Wealth first reported a position in SCHB in Q1 2024 and held it in 4 quarters. The position peaked at $478K in Q1 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Simplicity Wealth reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 11,801 Schwab US Broad Market ETF shares in Q1 2025, an estimated $268K.
  • Simplicity Wealth first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's Schwab US Broad Market ETF position peaked at $478K in Q1 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.