SAF
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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

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
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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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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 $1.36B 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