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Transform Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Transform Wealth’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
Q1 		$23.3M Sell
1,084,059
-277
-0% -$6.3K 1.41% 11
2024
Q4 		$24.6M Buy
1,084,336
+401,293
+59% +$9.17M 1.37% 14
2024
Q3 		$15.1M Buy
683,043
+33,159
+5% +$708K 1% 20
2024
Q2 		$13.7M Buy
649,884
+55,230
+9% +$1.12M 1.03% 22
2024
Q1 		$12.1M Buy
594,654
+94,422
+19% +$1.83M 1.15% 23
2023
Q4 		$9.28M Buy
500,232
+6,861
+1% +$118K 0.91% 29
2023
Q3 		$8.2M Sell
493,371
-494,148
-50% -$8.55M 0.86% 32
2023
Q2 		$17M Sell
987,519
-1,587
-0.2% -$25.9K 1.53% 15
2023
Q1 		$15.8M Buy
989,106
+590,730
+148% +$9.24M 1.49% 15
2022
Q4 		$5.95M Buy
398,376
+379,794
+2,044% +$5.71M 0.67% 50
2022
Q3 		$260K Sell
18,582
-534
-3% -$8.31K 0.03% 163
2022
Q2 		$282K Sell
19,116
-396
-2% -$6.36K 0.04% 168
2022
Q1 		$347K Sell
19,512
-762
-4% -$13.4K 0.04% 190
2021
Q4 		$382K Buy
20,274
+54
+0.3% +$993 0.04% 174
2021
Q3 		$350K Sell
20,220
-552
-3% -$9.82K 0.04% 185
2021
Q2 		$361K Buy
20,772
+1,002
+5% +$17K 0.04% 192
2021
Q1 		$319K Buy
19,770
+450
+2% +$7.09K 0.06% 181
2020
Q4 		$293K Buy
19,320
+408
+2% +$5.81K 0.06% 180
2020
Q3 		$251K Sell
18,912
-4,770
-20% -$62.7K 0.04% 192
2020
Q2 		$290K Buy
23,682
+2,076
+10% +$23.9K 0.05% 186
2020
Q1 		$218K Buy
21,606
+786
+4% +$9.51K 0.05% 192
2019
Q4 		$267K Sell
20,820
-234
-1% -$2.87K 0.04% 197
2019
Q3 		$249K Sell
21,054
-2,484
-11% -$29.4K 0.04% 190
2019
Q2 		$277K Sell
23,538
-174
-0.7% -$2.01K 0.04% 212
2019
Q1 		$269K Sell
23,712
-1,584
-6% -$17.3K 0.05% 145
2018
Q4 		$253K Hold
25,296
– – 0.05% 156
2018
Q3 		$297K Sell
25,296
-10,086
-29% -$116K 0.05% 161
2018
Q2 		$389K Sell
35,382
-25,770
-42% -$282K 0.07% 171
2018
Q1 		$650K Sell
61,152
-21,546
-26% -$237K 0.12% 164
2017
Q4 		$889K Buy
82,698
+3,030
+4% +$31.8K 0.16% 154
2017
Q3 		$809K Buy
+79,668
New +$791K 0.28% 116
2017
Q2 		– Sell
-75,252
Closed -$716K – 146
2017
Q1 		$716K Buy
75,252
+3,540
+5% +$33.2K 0.27% 134
2016
Q4 		$648K Buy
71,712
+4,644
+7% +$40.9K 0.26% 131
2016
Q3 		$585K Buy
67,068
+1,314
+2% +$11.4K 0.25% 123
2016
Q2 		$551K Buy
+65,754
New +$546K 0.23% 130

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 $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

Transform Wealth's SCHB Position: Q1 2025 in Review

Transform Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 0.03% in Q1 2025, selling an estimated $6.3K and leaving 1,084,059 shares worth $23.3M. The position accounts for 1.41% of the portfolio, ranked #11.

Transform Wealth first reported a position in SCHB in Q2 2016 and has held it in 35 quarters since. The position peaked at $24.6M in Q4 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Transform Wealth held 1,084,059 shares of Schwab US Broad Market ETF worth $23.3M as of Q1 2025.
  • Transform Wealth sold 277 Schwab US Broad Market ETF shares in Q1 2025, an estimated $6.3K.
  • Schwab US Broad Market ETF made up 1.41% of Transform Wealth's portfolio in Q1 2025, its #11 holding.
  • Transform Wealth first reported a position in Schwab US Broad Market ETF in Q2 2016 and has held it in 35 quarters since.
  • Transform Wealth's Schwab US Broad Market ETF position peaked at $24.6M in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.