Waterloo Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Waterloo Capital’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	$898K	Sell	35,765 -2,518	-7%	-$66.1K	0.06%	220
2025 Q4	$1M	Sell	38,283 -1,790	-4%	-$46.6K	0.07%	210
2025 Q3	$1.03M	Buy	40,073 +71	+0.2%	+$1.76K	0.08%	188
2025 Q2	$953K	Sell	40,002 -980	-2%	-$21.6K	0.08%	184
2025 Q1	$882K	Sell	40,982 -659	-2%	-$15K	0.08%	183
2024 Q4	$945K	Sell	41,641 -2,429	-6%	-$55.5K	0.1%	166
2024 Q3	$977K	Sell	44,070 -36	-0.1%	-$769	0.11%	165
2024 Q2	$924K	Sell	44,106 -474	-1%	-$9.6K	0.11%	157
2024 Q1	$907K	Sell	44,580 -1,086	-2%	-$21K	0.12%	160
2023 Q4	$847K	Sell	45,666 -321	-0.7%	-$5.54K	0.14%	152
2023 Q3	$764K	Sell	45,987 -10,479	-19%	-$181K	0.22%	77
2023 Q2	$973K	Sell	56,466 -7,827	-12%	-$128K	0.29%	60
2023 Q1	$1.03M	Buy	+64,293	New	+$1.01M	0.32%	56
2020 Q1	$993K	Buy	+98,592	New	+$1.19M	0.71%	32

Other funds holding SCHB

Wealthfront Advisers

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return