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

Tudor 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
-45,340
Closed -$976K – 142
2025
Q1 		$976K Hold
45,340
– – 0.59% 49
2024
Q4 		$1.03M Buy
45,340
+430
+1% +$9.82K 0.6% 48
2024
Q3 		$996K Buy
+44,910
New +$959K 0.61% 46

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 $1.55B AUM 29.02% 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 $17.8B AUM 24.16% 1-Year Est. Return

Tudor Financial's SCHB Position: Q2 2025 in Review

Tudor Financial sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 45,340 shares — an estimated $976K sold.

Tudor Financial first reported a position in SCHB in Q3 2024 and held it in 3 quarters. The position peaked at $1.03M in Q4 2024. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Tudor Financial reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Tudor Financial sold 45,340 Schwab US Broad Market ETF shares in Q2 2025, an estimated $976K.
  • Tudor Financial first reported a position in Schwab US Broad Market ETF in Q3 2024 and held it in 3 quarters.
  • Tudor Financial's Schwab US Broad Market ETF position peaked at $1.03M in Q4 2024.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Tudor Financial's 13F filing for Q2 2025, filed 14 Aug 2025.