Sound Income Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

Sound Income Strategies’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	$34.5K	Buy	+1,364	New	+$35.8K	﹤0.01%	962
2025 Q3	–	Sell	-30	Closed	-$715	–	1808
2025 Q2	$715	Hold	30	–	–	﹤0.01%	1414
2025 Q1	$646	Sell	30 -111	-79%	-$2.52K	﹤0.01%	1395
2024 Q4	$3.2K	Buy	141 +111	+370%	+$2.54K	﹤0.01%	1086
2024 Q3	$665	Hold	30	–	–	﹤0.01%	1287
2024 Q2	$629	Hold	30	–	–	﹤0.01%	1254
2024 Q1	$611	Sell	30 -1,866	-98%	-$36.1K	﹤0.01%	1220
2023 Q4	$35.2K	Buy	1,896 +435	+30%	+$7.51K	﹤0.01%	473
2023 Q3	$24.3K	Buy	+1,461	New	+$25.3K	﹤0.01%	404
2023 Q1	–	Sell	-1,914	Closed	-$28.6K	–	1132
2022 Q4	$28.6K	Buy	+1,914	New	+$28.8K	﹤0.01%	340
2020 Q3	–	Sell	-18	Closed	–	–	924
2020 Q2	$0	Hold	18	–	–	﹤0.01%	864
2020 Q1	$0	Sell	18 -1,386	-99%	-$16.8K	﹤0.01%	859
2019 Q4	$18K	Buy	+1,404	New	+$17.2K	﹤0.01%	247

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return