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The Family Firm’s Schwab US Broad Market ETF SCHB Stock Holding History

The Family Firm’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
Q2 		$10.5M Buy
441,861
+12,732
+3% +$280K 2.54% 8
2025
Q1 		$9.24M Sell
429,129
-268,198
-38% -$6.1M 2.06% 9
2024
Q4 		$9.69M Sell
697,327
-566,723
-45% -$12.9M 2.15% 8
2024
Q3 		$9.49M Buy
1,264,050
+38,736
+3% +$827K 2.08% 9
2024
Q2 		$8.17M Buy
1,225,314
+869,703
+245% +$17.6M 1.82% 9
2024
Q1 		$7.24M Buy
355,611
+26,250
+8% +$508K 1.76% 11
2023
Q4 		$6.11M Buy
329,361
+3,117
+1% +$53.8K 1.58% 13
2023
Q3 		$5.42M Buy
326,244
+4,203
+1% +$72.7K 1.52% 13
2023
Q2 		$5.55M Sell
322,041
-9,312
-3% -$152K 1.47% 13
2023
Q1 		$5.29M Buy
331,353
+16,608
+5% +$260K 1.46% 13
2022
Q4 		$4.7M Sell
314,745
-32,601
-9% -$490K 1.37% 14
2022
Q3 		$4.86M Sell
347,346
-104,007
-23% -$1.62M 1.55% 14
2022
Q2 		$6.65M Buy
451,353
+13,659
+3% +$219K 1.96% 8
2022
Q1 		$7.79M Buy
437,694
+19,278
+5% +$338K 2.04% 9
2021
Q4 		$7.88M Buy
418,416
+4,476
+1% +$82.3K 2.04% 8
2021
Q3 		$7.55M Sell
413,940
-3,960
-0.9% -$70.4K 1.99% 9
2021
Q2 		$7.26M Sell
417,900
-10,230
-2% -$173K 1.98% 8
2021
Q1 		$6.9M Buy
428,130
+18,780
+5% +$296K 1.99% 8
2020
Q4 		$6.29M Sell
409,350
-48,438
-11% -$690K 1.87% 9
2020
Q3 		$6.08M Buy
457,788
+10,038
+2% +$132K 2.18% 8
2020
Q2 		$5.48M Sell
447,750
-6,702
-1% -$77.3K 2.05% 11
2020
Q1 		$4.58M Buy
454,452
+17,028
+4% +$206K 1.95% 11
2019
Q4 		$5.61M Sell
437,424
-225,048
-34% -$2.76M 1.9% 10
2019
Q3 		$7.79M Buy
662,472
+11,022
+2% +$130K 2.77% 8
2019
Q2 		$7.69M Sell
651,450
-516
-0.1% -$5.96K 2.72% 8
2019
Q1 		$7.46M Buy
651,966
+1,572
+0.2% +$17.2K 2.71% 8
2018
Q4 		$6.52M Buy
650,394
+111,306
+21% +$1.2M 2.61% 9
2018
Q3 		$6.46M Buy
539,088
+102
+0% +$1.18K 2.34% 9
2018
Q2 		$6.11M Buy
538,986
+186,174
+53% +$2.04M 2.29% 9
2018
Q1 		$3.75M Buy
352,812
+40,230
+13% +$442K 1.46% 16
2017
Q4 		$3.36M Sell
312,582
-3,822
-1% -$40.1K 1.33% 18
2017
Q3 		$3.21M Buy
316,404
+19,182
+6% +$190K 1.34% 17
2017
Q2 		$2.9M Sell
297,222
-3,408
-1% -$32.9K 1.28% 18
2017
Q1 		$2.86M Buy
300,630
+32,064
+12% +$301K 1.36% 17
2016
Q4 		$2.42M Buy
268,566
+79,776
+42% +$703K 1.14% 19
2016
Q3 		$1.65M Buy
188,790
+28,746
+18% +$250K 0.78% 28
2016
Q2 		$1.34M Buy
160,044
+4,422
+3% +$36.7K 0.67% 34
2016
Q1 		$1.28M Buy
155,622
+2,106
+1% +$16.4K 0.65% 33
2015
Q4 		$1.25M Buy
153,516
+48,408
+46% +$399K 0.67% 32
2015
Q3 		$813K Buy
105,108
+63,042
+150% +$518K 0.44% 41
2015
Q2 		$352K Buy
42,066
+5,892
+16% +$50.3K 0.18% 74
2015
Q1 		$304K Buy
+36,174
New +$303K 0.15% 80

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 $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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 $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

The Family Firm's SCHB Position: Q2 2025 in Review

The Family Firm increased its Schwab US Broad Market ETF (SCHB) stake by 3% in Q2 2025, buying an estimated $280K and bringing the position to 441,861 shares worth $10.5M. The position accounts for 2.54% of the portfolio, ranked #8.

The Family Firm first reported a position in SCHB in Q1 2015 and has held it in 42 quarters since. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • The Family Firm held 441,861 shares of Schwab US Broad Market ETF worth $10.5M as of Q2 2025.
  • The Family Firm bought 12,732 Schwab US Broad Market ETF shares in Q2 2025, an estimated $280K.
  • Schwab US Broad Market ETF made up 2.54% of The Family Firm's portfolio in Q2 2025, its #8 holding.
  • The Family Firm first reported a position in Schwab US Broad Market ETF in Q1 2015 and has held it in 42 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.