SG
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StoneX Group’s Schwab US Broad Market ETF SCHB Stock Holding History

StoneX Group’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
Q3 		– Sell
-12,061
Closed -$287K – 1004
2025
Q2 		$287K Sell
12,061
-13,800
-53% -$304K 0.01% 678
2025
Q1 		$557K Buy
25,861
+14,093
+120% +$321K 0.03% 445
2024
Q4 		$267K Buy
11,768
+104
+0.9% +$2.38K 0.01% 644
2024
Q3 		$259K Buy
11,664
+81
+0.7% +$1.73K 0.02% 514
2024
Q2 		$244K Buy
11,583
+72
+0.6% +$1.46K 0.02% 521
2024
Q1 		$234K Sell
11,511
-396
-3% -$7.66K 0.02% 491
2023
Q4 		$221K Buy
+11,907
New +$206K 0.02% 496
2023
Q3 		– Sell
-18,567
Closed -$320K – 716
2023
Q2 		$320K Buy
18,567
+5,202
+39% +$84.8K 0.03% 387
2023
Q1 		$213K Sell
13,365
-270
-2% -$4.22K 0.02% 515
2022
Q4 		$204K Sell
13,635
-675
-5% -$10.1K 0.02% 491
2022
Q3 		$200K Buy
+14,310
New +$223K 0.03% 455
2022
Q2 		– Sell
-13,059
Closed -$232K – 806
2022
Q1 		$232K Buy
13,059
+1,371
+12% +$24.1K 0.02% 540
2021
Q4 		$220K Buy
+11,688
New +$215K 0.03% 495

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

StoneX Group's SCHB Position: Q3 2025 in Review

StoneX Group sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 12,061 shares — an estimated $287K sold.

StoneX Group first reported a position in SCHB in Q4 2021 and held it in 13 quarters. The position peaked at $557K in Q1 2025. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • StoneX Group reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • StoneX Group sold 12,061 Schwab US Broad Market ETF shares in Q3 2025, an estimated $287K.
  • StoneX Group first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 13 quarters.
  • StoneX Group's Schwab US Broad Market ETF position peaked at $557K in Q1 2025.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on StoneX Group's 13F filing for Q3 2025, filed 14 Nov 2025.