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

Smith Anglin 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
2025
Q2 		$624K Buy
26,165
+77
+0.3% +$1.7K 0.06% 110
2025
Q1 		$562K Buy
26,088
+79
+0.3% +$1.8K 0.06% 110
2024
Q4 		$590K Sell
26,009
-4,981
-16% -$114K 0.06% 105
2024
Q3 		$687K Sell
30,990
-11,739
-27% -$251K 0.07% 97
2024
Q2 		$895K Hold
42,729
– – 0.09% 76
2024
Q1 		$870K Hold
42,729
– – 0.09% 81
2023
Q4 		$793K Buy
42,729
+177
+0.4% +$3.06K 0.09% 83
2023
Q3 		$707K Buy
42,552
+162
+0.4% +$2.8K 0.09% 82
2023
Q2 		$731K Buy
42,390
+84
+0.2% +$1.37K 0.09% 79
2023
Q1 		$675K Buy
42,306
+162
+0.4% +$2.53K 0.1% 78
2022
Q4 		$630K Buy
42,144
+186
+0.4% +$2.79K 0.12% 72
2022
Q3 		$587K Buy
41,958
+180
+0.4% +$2.8K 0.12% 69
2022
Q2 		$615K Buy
41,778
+165
+0.4% +$2.65K 0.18% 62
2022
Q1 		$741K Buy
41,613
+207
+0.5% +$3.63K 0.17% 55
2021
Q4 		$780K Sell
41,406
-9,024
-18% -$166K 0.13% 66
2021
Q3 		$873K Buy
50,430
+162
+0.3% +$2.88K 0.17% 63
2021
Q2 		$874K Buy
50,268
+150
+0.3% +$2.54K 0.17% 64
2021
Q1 		$808K Buy
50,118
+150
+0.3% +$2.37K 0.17% 65
2020
Q4 		$758K Buy
+49,968
New +$712K 0.14% 57

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

Smith Anglin Financial's SCHB Position: Q2 2025 in Review

Smith Anglin Financial increased its Schwab US Broad Market ETF (SCHB) stake by 0.3% in Q2 2025, buying an estimated $1.7K and bringing the position to 26,165 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #110.

Smith Anglin Financial first reported a position in SCHB in Q4 2020 and has held it in 19 quarters since. The position peaked at $895K in Q2 2024. 1,212 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Smith Anglin Financial held 26,165 shares of Schwab US Broad Market ETF worth $624K as of Q2 2025.
  • Smith Anglin Financial bought 77 Schwab US Broad Market ETF shares in Q2 2025, an estimated $1.7K.
  • Schwab US Broad Market ETF made up 0.06% of Smith Anglin Financial's portfolio in Q2 2025, its #110 holding.
  • Smith Anglin Financial first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's Schwab US Broad Market ETF position peaked at $895K in Q2 2024.
  • 1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.