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

Wade Financial Advisory’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 		$5.4M Sell
250,830
-13,428
-5% -$305K 1.85% 13
2024
Q4 		$6M Sell
264,258
-849
-0.3% -$19.4K 2.03% 13
2024
Q3 		$5.88M Buy
265,107
+21
+0% +$448 1.98% 13
2024
Q2 		$5.56M Sell
265,086
-480
-0.2% -$9.72K 2% 13
2024
Q1 		$5.4M Buy
265,566
+1,056
+0.4% +$20.4K 1.97% 13
2023
Q4 		$4.91M Sell
264,510
-4,224
-2% -$73K 1.86% 17
2023
Q3 		$4.47M Sell
268,734
-3,483
-1% -$60.3K 1.91% 18
2023
Q2 		$4.69M Sell
272,217
-252
-0.1% -$4.11K 1.86% 20
2023
Q1 		$4.35M Sell
272,469
-2,067
-0.8% -$32.3K 1.83% 20
2022
Q4 		$4.1M Buy
274,536
+28,770
+12% +$432K 1.86% 19
2022
Q3 		$3.44M Sell
245,766
-45
-0% -$700 1.72% 17
2022
Q2 		$3.62M Buy
245,811
+57,582
+31% +$924K 1.72% 20
2022
Q1 		$3.35M Buy
188,229
+22,623
+14% +$397K 1.44% 21
2021
Q4 		$3.12M Sell
165,606
-348
-0.2% -$6.4K 1.62% 18
2021
Q3 		$2.87M Sell
165,954
-8,814
-5% -$157K 1.62% 18
2021
Q2 		$3.04M Buy
174,768
+438
+0.3% +$7.41K 1.66% 18
2021
Q1 		$2.81M Sell
174,330
-612
-0.3% -$9.65K 1.78% 17
2020
Q4 		$2.65M Buy
174,942
+6,660
+4% +$94.9K 1.78% 18
2020
Q3 		$2.23M Sell
168,282
-3,492
-2% -$45.9K 1.76% 18
2020
Q2 		$2.1M Sell
171,774
-152,244
-47% -$1.76M 1.82% 17
2020
Q1 		$3.26M Buy
324,018
+145,716
+82% +$1.76M 3.26% 8
2019
Q4 		$2.29M Buy
+178,302
New +$2.19M 2.02% 12

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 $1.76B AUM 18.21% 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 $807M AUM 18.59% 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

Wade Financial Advisory's SCHB Position: Q1 2025 in Review

Wade Financial Advisory reduced its Schwab US Broad Market ETF (SCHB) stake by 5.1% in Q1 2025, selling an estimated $305K and leaving 250,830 shares worth $5.4M. The position accounts for 1.85% of the portfolio, ranked #13.

Wade Financial Advisory first reported a position in SCHB in Q4 2019 and has held it in 22 quarters since. The position peaked at $6M in Q4 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Wade Financial Advisory held 250,830 shares of Schwab US Broad Market ETF worth $5.4M as of Q1 2025.
  • Wade Financial Advisory sold 13,428 Schwab US Broad Market ETF shares in Q1 2025, an estimated $305K.
  • Schwab US Broad Market ETF made up 1.85% of Wade Financial Advisory's portfolio in Q1 2025, its #13 holding.
  • Wade Financial Advisory first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 22 quarters since.
  • Wade Financial Advisory's Schwab US Broad Market ETF position peaked at $6M in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.