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

Traveka 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
Q2 		– Sell
-44,808
Closed -$965K – 155
2025
Q1 		$965K Hold
44,808
– – 0.54% 41
2024
Q4 		$1.02M Hold
44,808
– – 0.56% 40
2024
Q3 		$994K Hold
44,808
– – 0.5% 40
2024
Q2 		$939K Hold
44,808
– – 0.46% 38
2024
Q1 		$912K Hold
44,808
– – 0.42% 38
2023
Q4 		$831K Buy
+44,808
New +$774K 0.42% 44

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

Traveka Wealth's SCHB Position: Q2 2025 in Review

Traveka Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 44,808 shares — an estimated $965K sold.

Traveka Wealth first reported a position in SCHB in Q4 2023 and held it in 6 quarters. The position peaked at $1.02M in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Traveka Wealth reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Traveka Wealth sold 44,808 Schwab US Broad Market ETF shares in Q2 2025, an estimated $965K.
  • Traveka Wealth first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 6 quarters.
  • Traveka Wealth's Schwab US Broad Market ETF position peaked at $1.02M in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Traveka Wealth's 13F filing for Q2 2025, filed 16 Jul 2025.