SFC
SCHB icon

Strategic Financial Concepts’s Schwab US Broad Market ETF SCHB Stock Holding History

Strategic Financial Concepts’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 		$7.6M Buy
302,668
+292,779
+2,961% +$7.68M 1.87% 8
2025
Q4 		$259K Sell
9,889
-274,892
-97% -$7.16M 0.24% 94
2025
Q3 		$7.32M Buy
284,781
+72,319
+34% +$1.79M 1.06% 18
2025
Q2 		$5.06M Sell
212,462
-13,965
-6% -$308K 0.71% 26
2025
Q1 		$4.87M Sell
226,427
-1,795
-0.8% -$40.8K 0.91% 28
2024
Q4 		$5.18M Buy
228,222
+2,517
+1% +$57.5K 0.99% 28
2024
Q3 		$5M Sell
225,705
-13,863,303
-98% -$296M 1.59% 15
2024
Q2 		$291K Buy
14,089,008
+13,865,811
+6,212% +$281M 0.17% 105
2024
Q1 		$4.54M Buy
+223,197
New +$4.32M 1.09% 25
2023
Q4 		– Sell
-215,670
Closed -$3.58M – 236
2023
Q3 		$3.58M Buy
215,670
+8,175
+4% +$141K 1.21% 21
2023
Q2 		$3.58M Sell
207,495
-705
-0.3% -$11.5K 1.32% 18
2023
Q1 		$3.32M Buy
+208,200
New +$3.26M 1.34% 17

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