Strategic Equity Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Strategic Equity Management’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	–	Sell	-10,002	Closed	-$262K	–	76
2025 Q4	$262K	Sell	10,002 -2,090	-17%	-$54.4K	0.09%	60
2025 Q3	$311K	Sell	12,092 -1,284	-10%	-$31.8K	0.12%	51
2025 Q2	$319K	Sell	13,376 -1,347	-9%	-$29.7K	0.12%	55
2025 Q1	$317K	Buy	14,723 +1,257	+9%	+$28.6K	0.13%	48
2024 Q4	$306K	Sell	13,466 -1,273	-9%	-$29.1K	0.13%	45
2024 Q3	$327K	Sell	14,739 -1,191	-7%	-$25.4K	0.16%	45
2024 Q2	$334K	Sell	15,930 -3,993	-20%	-$80.9K	0.22%	34
2024 Q1	$405K	Sell	19,923 -504	-2%	-$9.75K	0.34%	26
2023 Q4	$379K	Sell	20,427 -132,249	-87%	-$2.28M	0.43%	21
2023 Q3	$2.54M	Sell	152,676 -3,918	-3%	-$67.8K	0.96%	17
2023 Q2	$2.7M	Sell	156,594 -6,834	-4%	-$111K	0.92%	17
2023 Q1	$2.61M	Sell	163,428 -97,533	-37%	-$1.52M	0.93%	20
2022 Q4	$3.9M	Buy	+260,961	New	+$3.92M	1.5%	17
2022 Q3	–	Sell	-82,398	Closed	-$1.21M	–	44
2022 Q2	$1.21M	Sell	82,398 -3,981	-5%	-$63.9K	0.63%	20
2022 Q1	$1.54M	Buy	+86,379	New	+$1.52M	0.55%	22

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