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

Valley Wealth Managers’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 		– Sell
-2,262
Closed -$51.3K – 409
2024
Q4 		$51.3K Sell
2,262
-2,403
-52% -$54.9K ﹤0.01% 211
2024
Q3 		$103K Hold
4,665
– – 0.01% 192
2024
Q2 		$97.8K Buy
4,665
+4,017
+620% +$81.4K 0.01% 198
2024
Q1 		$13.2K Sell
648
-4,062
-86% -$78.6K ﹤0.01% 254
2023
Q4 		$87.4K Sell
4,710
-1,392
-23% -$24K 0.01% 200
2023
Q3 		$101K Buy
+6,102
New +$106K 0.01% 199
2023
Q1 		– Sell
-2,190
Closed -$32.7K – 383
2022
Q4 		$32.7K Buy
+2,190
New +$32.9K ﹤0.01% 249

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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

Valley Wealth Managers's SCHB Position: Q1 2025 in Review

Valley Wealth Managers sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 2,262 shares — an estimated $51.3K sold.

Valley Wealth Managers first reported a position in SCHB in Q4 2022 and held it in 7 quarters. The position peaked at $103K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Valley Wealth Managers reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 2,262 Schwab US Broad Market ETF shares in Q1 2025, an estimated $51.3K.
  • Valley Wealth Managers first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 7 quarters.
  • Valley Wealth Managers's Schwab US Broad Market ETF position peaked at $103K in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.