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TFC Financial Management’s Schwab US Broad Market ETF SCHB Stock Holding History

TFC Financial 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
2025
Q3 		– Sell
-816
Closed -$19.4K – 1049
2025
Q2 		$19.4K Hold
816
– – ﹤0.01% 338
2025
Q1 		$17.6K Hold
816
– – ﹤0.01% 329
2024
Q4 		$18.5K Hold
816
– – ﹤0.01% 321
2024
Q3 		$18.1K Hold
816
– – ﹤0.01% 333
2024
Q2 		$17.1K Sell
816
-693
-46% -$14K ﹤0.01% 307
2024
Q1 		$30.7K Hold
1,509
– – 0.01% 269
2023
Q4 		$28K Buy
1,509
+3
+0.2% +$52 0.01% 271
2023
Q3 		$25K Buy
1,506
+3
+0.2% +$52 0.01% 277
2023
Q2 		$25.9K Buy
1,503
+3
+0.2% +$49 0.01% 267
2023
Q1 		$23.9K Buy
1,500
+3
+0.2% +$47 0.01% 298
2022
Q4 		$22.4K Sell
1,497
-819
-35% -$12.3K 0.01% 251
2022
Q3 		$32K Hold
2,316
– – 0.01% 227
2022
Q2 		$34K Hold
2,316
– – 0.01% 220
2022
Q1 		$41K Buy
2,316
+678
+41% +$11.9K 0.01% 216
2021
Q4 		$31K Hold
1,638
– – 0.01% 240
2021
Q3 		$28K Hold
1,638
– – 0.01% 242
2021
Q2 		$28K Hold
1,638
– – 0.01% 239
2021
Q1 		$26K Hold
1,638
– – 0.01% 231
2020
Q4 		$25K Sell
1,638
-450
-22% -$6.41K 0.01% 235
2020
Q3 		$28K Buy
+2,088
New +$27.5K 0.01% 216

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

TFC Financial Management's SCHB Position: Q3 2025 in Review

TFC Financial Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 816 shares — an estimated $19.4K sold.

TFC Financial Management first reported a position in SCHB in Q3 2020 and held it in 20 quarters. The position peaked at $41K in Q1 2022. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • TFC Financial Management reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • TFC Financial Management sold 816 Schwab US Broad Market ETF shares in Q3 2025, an estimated $19.4K.
  • TFC Financial Management first reported a position in Schwab US Broad Market ETF in Q3 2020 and held it in 20 quarters.
  • TFC Financial Management's Schwab US Broad Market ETF position peaked at $41K in Q1 2022.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on TFC Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.