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

TLWM Financial’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 		– Sell
-27,608
Closed -$594K – 74
2025
Q1 		$594K Sell
27,608
-44
-0.2% -$1K 0.12% 57
2024
Q4 		$628K Buy
27,652
+148
+0.5% +$3.38K 0.12% 58
2024
Q3 		$610K Sell
27,504
-2,229
-7% -$47.6K 0.12% 54
2024
Q2 		$623K Sell
29,733
-789
-3% -$16K 0.13% 55
2024
Q1 		$621K Sell
30,522
-2,289
-7% -$44.3K 0.14% 55
2023
Q4 		$609K Buy
32,811
+849
+3% +$14.7K 0.14% 50
2023
Q3 		$531K Buy
31,962
+186
+0.6% +$3.22K 0.14% 53
2023
Q2 		$548K Buy
31,776
+102
+0.3% +$1.66K 0.16% 51
2023
Q1 		$505K Buy
+31,674
New +$495K 0.16% 52

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 $1.36B 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 $15.5B AUM 18.35% 1-Year Est. Return

TLWM Financial's SCHB Position: Q2 2025 in Review

TLWM Financial sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 27,608 shares — an estimated $594K sold.

TLWM Financial first reported a position in SCHB in Q1 2023 and held it in 9 quarters. The position peaked at $628K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • TLWM Financial reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • TLWM Financial sold 27,608 Schwab US Broad Market ETF shares in Q2 2025, an estimated $594K.
  • TLWM Financial first reported a position in Schwab US Broad Market ETF in Q1 2023 and held it in 9 quarters.
  • TLWM Financial's Schwab US Broad Market ETF position peaked at $628K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on TLWM Financial's 13F filing for Q2 2025, filed 28 Jul 2025.