SFP
SCHB icon

Sterling Financial Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Sterling Financial Planning’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 		$244K Buy
9,727
+28
+0.3% +$735 0.07% 108
2025
Q4 		$254K Buy
9,699
+30
+0.3% +$781 0.08% 104
2025
Q3 		$249K Buy
9,669
+28
+0.3% +$693 0.08% 105
2025
Q2 		$230K Buy
9,641
+28
+0.3% +$617 0.08% 107
2025
Q1 		$207K Buy
9,613
+30
+0.3% +$682 0.08% 107
2024
Q4 		$218K Buy
9,583
+34
+0.4% +$777 0.08% 103
2024
Q3 		$212K Buy
+9,549
New +$204K 0.08% 107
2022
Q1 		– Sell
-10,728
Closed -$202K – 100
2021
Q4 		$202K Buy
10,728
+42
+0.4% +$773 0.13% 94
2021
Q3 		$185K Buy
10,686
+30
+0.3% +$534 0.12% 91
2021
Q2 		$185K Buy
10,656
+36
+0.3% +$609 0.12% 90
2021
Q1 		$171K Buy
10,620
+30
+0.3% +$473 0.12% 85
2020
Q4 		$161K Buy
+10,590
New +$151K 0.13% 82

Other funds holding SCHB

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