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

US Financial Advisors’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	$225K	Hold	10,428	–	–	0.07%	91
2024 Q4	$237K	Hold	10,428	–	–	0.07%	82
2024 Q3	$231K	Hold	10,428	–	–	0.07%	82
2024 Q2	$219K	Hold	10,428	–	–	0.07%	80
2024 Q1	$212K	Buy	+10,428	New	+$202K	0.07%	79
2021 Q2	–	Sell	-321,882	Closed	-$5.19M	–	114
2021 Q1	$5.19M	Buy	321,882 +25,524	+9%	+$402K	1.44%	19
2020 Q4	$4.49M	Buy	+296,358	New	+$4.22M	1.36%	21

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

US Financial Advisors's SCHB Position: Q1 2025 in Review

US Financial Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2025 at 10,428 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #91.

US Financial Advisors first reported a position in SCHB in Q4 2020 and has held it in 7 quarters since. The position peaked at $5.19M in Q1 2021. 1,171 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

US Financial Advisors held 10,428 shares of Schwab US Broad Market ETF worth $225K as of Q1 2025.
US Financial Advisors left its Schwab US Broad Market ETF share count unchanged in Q1 2025.
Schwab US Broad Market ETF made up 0.07% of US Financial Advisors's portfolio in Q1 2025, its #91 holding.
US Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 7 quarters since.
US Financial Advisors's Schwab US Broad Market ETF position peaked at $5.19M in Q1 2021.
1,171 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.