S4W
SCHB icon

Solutions 4 Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Solutions 4 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
2026
Q1 		$471K Buy
18,775
+158
+0.8% +$4.15K 0.71% 36
2025
Q4 		$488K Buy
18,617
+235
+1% +$6.12K 0.74% 35
2025
Q3 		$473K Buy
18,382
+27
+0.1% +$668 0.73% 34
2025
Q2 		$437K Sell
18,355
-1,831
-9% -$40.3K 0.73% 35
2025
Q1 		$435K Buy
20,186
+17
+0.1% +$387 0.77% 31
2024
Q4 		$458K Buy
20,169
+21
+0.1% +$480 0.83% 29
2024
Q3 		$447K Buy
20,148
+36
+0.2% +$769 0.87% 31
2024
Q2 		$421K Sell
20,112
-630
-3% -$12.8K 0.96% 25
2024
Q1 		$422K Buy
20,742
+18
+0.1% +$348 1.19% 21
2023
Q4 		$385K Buy
+20,724
New +$358K 1.26% 21

Other funds holding SCHB

Wealthfront Advisers
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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 $1.14B AUM 12.97% 1-Year Est. Return