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Waypoint Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Waypoint Wealth Partners’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
Q2 		$1.76M Hold
73,938
– – 0.43% 24
2025
Q1 		$1.59M Hold
73,938
– – 0.44% 23
2024
Q4 		$1.68M Hold
73,938
– – 0.46% 23
2024
Q3 		$1.64M Hold
73,938
– – 0.44% 25
2024
Q2 		$1.55M Hold
73,938
– – 0.45% 23
2024
Q1 		$1.5M Hold
73,938
– – 0.43% 22
2023
Q4 		$1.37M Hold
73,938
– – 0.43% 23
2023
Q3 		$1.23M Hold
73,938
– – 0.43% 21
2023
Q2 		$1.27M Sell
73,938
-5,115
-6% -$83.4K 0.44% 22
2023
Q1 		$1.26M Buy
79,053
+5,115
+7% +$80K 0.45% 22
2022
Q4 		$1.1M Sell
73,938
-3,174
-4% -$47.7K 0.43% 21
2022
Q3 		$1.08M Buy
77,112
+1,806
+2% +$28.1K 0.46% 21
2022
Q2 		$1.11M Hold
75,306
– – 0.43% 25
2022
Q1 		$1.34M Buy
75,306
+9,978
+15% +$175K 0.49% 20
2021
Q4 		$1.23M Hold
65,328
– – 0.42% 21
2021
Q3 		$1.13M Buy
65,328
+1,368
+2% +$24.3K 0.42% 18
2021
Q2 		$1.11M Sell
63,960
-300
-0.5% -$5.08K 0.43% 17
2021
Q1 		$1.04M Buy
64,260
+300
+0.5% +$4.73K 0.75% 14
2020
Q4 		$970K Buy
+63,960
New +$911K 0.76% 14

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Waypoint Wealth Partners's SCHB Position: Q2 2025 in Review

Waypoint Wealth Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2025 at 73,938 shares worth $1.76M. The position accounts for 0.43% of the portfolio, ranked #24.

Waypoint Wealth Partners first reported a position in SCHB in Q4 2020 and has held it in 19 quarters since. 1,211 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Waypoint Wealth Partners held 73,938 shares of Schwab US Broad Market ETF worth $1.76M as of Q2 2025.
  • Waypoint Wealth Partners left its Schwab US Broad Market ETF share count unchanged in Q2 2025.
  • Schwab US Broad Market ETF made up 0.43% of Waypoint Wealth Partners's portfolio in Q2 2025, its #24 holding.
  • Waypoint Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.