VAF
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Values Added Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Values Added 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
2026
Q1 		$2.55M Buy
101,399
+5
+0% +$131 1.07% 27
2025
Q4 		$2.66M Sell
101,394
-407
-0.4% -$10.6K 1.12% 28
2025
Q3 		$2.62M Sell
101,801
-204
-0.2% -$5.05K 1.16% 27
2025
Q2 		$2.43M Sell
102,005
-1,138
-1% -$25.1K 1.18% 25
2025
Q1 		$2.22M Sell
103,143
-2,606
-2% -$59.3K 1.23% 24
2024
Q4 		$2.4M Sell
105,749
-1,351
-1% -$30.9K 1.39% 21
2024
Q3 		$2.37M Sell
107,100
-1,554
-1% -$33.2K 1.5% 21
2024
Q2 		$2.28M Sell
108,654
-255
-0.2% -$5.17K 1.64% 20
2024
Q1 		$2.22M Sell
108,909
-318
-0.3% -$6.15K 1.73% 20
2023
Q4 		$2.03M Buy
109,227
+1,953
+2% +$33.7K 1.66% 19
2023
Q3 		$1.78M Sell
107,274
-5,010
-4% -$86.7K 1.63% 18
2023
Q2 		$1.94M Buy
+112,284
New +$1.83M 1.81% 16

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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 $1.14B AUM 12.97% 1-Year Est. Return