SG
SCHB icon

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 0.12% 249
2024
Q2 		$244K Buy
11,583
+72
+0.6% +$1.46K 0.11% 256
2024
Q1 		$234K Sell
11,511
-396
-3% -$7.66K 0.12% 246
2023
Q4 		$221K Buy
+11,907
New +$206K 0.12% 257
2023
Q3 		– Sell
-18,567
Closed -$320K – 454
2023
Q2 		$320K Buy
18,567
+5,202
+39% +$84.8K 0.18% 166
2023
Q1 		$213K Sell
13,365
-270
-2% -$4.22K 0.13% 273
2022
Q4 		$204K Sell
13,635
-675
-5% -$10.1K 0.03% 403
2022
Q3 		$200K Buy
+14,310
New +$223K 0.04% 274
2022
Q2 		– Sell
-13,059
Closed -$232K – 705
2022
Q1 		$232K Buy
13,059
+1,371
+12% +$24.1K 0.02% 479
2021
Q4 		$220K Buy
+11,688
New +$215K 0.03% 495

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
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
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 $15.4B AUM 18.35% 1-Year Est. Return