Total Clarity Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Total Clarity Wealth 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	$694K	Buy	27,647 +9,147	+49%	+$240K	0.16%	148
2025 Q4	$485K	Buy	18,500 +1,524	+9%	+$39.7K	0.12%	175
2025 Q3	$436K	Sell	16,976 -428	-2%	-$10.6K	0.12%	180
2025 Q2	$415K	Buy	17,404 +2,215	+15%	+$48.8K	0.12%	180
2025 Q1	$345K	Hold	15,189	–	–	0.11%	181
2024 Q4	$345K	Sell	15,189 -1,449	-9%	-$33.1K	0.11%	181
2024 Q3	$369K	Buy	16,638 +756	+5%	+$16.1K	0.12%	171
2024 Q2	$333K	Sell	15,882 -519	-3%	-$10.5K	0.12%	177
2024 Q1	$334K	Buy	16,401 +3	+0%	+$58	0.12%	192
2023 Q4	$304K	Sell	16,398 -2,058	-11%	-$35.5K	0.12%	173
2023 Q3	$307K	Buy	18,456 +2,007	+12%	+$34.7K	0.15%	155
2023 Q2	$283K	Sell	16,449 -3,669	-18%	-$59.8K	0.14%	159
2023 Q1	$321K	Buy	20,118 +2,304	+13%	+$36K	0.17%	124
2022 Q4	$266K	Sell	17,814 -741	-4%	-$11.1K	0.14%	175
2022 Q3	$260K	Sell	18,555 -7,125	-28%	-$111K	0.16%	168
2022 Q2	$378K	Buy	25,680 +3,114	+14%	+$50K	0.2%	124
2022 Q1	$402K	Buy	+22,566	New	+$396K	0.22%	122

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