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Transce3nd’s Schwab US Broad Market ETF SCHB Stock Holding History

Transce3nd’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
-276
Closed -$6.58K – 942
2025
Q2 		$6.58K Hold
276
– – ﹤0.01% 676
2025
Q1 		$5.94K Hold
276
– – ﹤0.01% 684
2024
Q4 		$6.26K Buy
+276
New +$6.3K ﹤0.01% 880

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

Transce3nd's SCHB Position: Q3 2025 in Review

Transce3nd sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 276 shares — an estimated $6.58K sold.

Transce3nd first reported a position in SCHB in Q4 2024 and held it in 3 quarters. The position peaked at $6.58K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Transce3nd reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 276 Schwab US Broad Market ETF shares in Q3 2025, an estimated $6.58K.
  • Transce3nd first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's Schwab US Broad Market ETF position peaked at $6.58K in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.