Wealthspire Advisors (New York)’s Schwab US Broad Market ETF SCHB Stock Holding History

Wealthspire Advisors (New York)’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	$12.1M	Sell	480,277 -20,290	-4%	-$532K	0.09%	103
2025 Q4	$13.1M	Sell	500,567 -501,705	-50%	-$13.1M	0.1%	95
2025 Q3	$25.8M	Buy	1,002,272 +1,580	+0.2%	+$39.1K	0.13%	73
2025 Q2	$23.8M	Sell	1,000,692 -3,226	-0.3%	-$71.1K	0.13%	72
2025 Q1	$21.6M	Buy	1,003,918 +496,815	+98%	+$11.3M	0.13%	75
2024 Q4	$11.5M	Sell	507,103 -3,632	-0.7%	-$83K	0.11%	90
2024 Q3	$11.3M	Buy	510,735 +324,240	+174%	+$6.92M	0.12%	92
2024 Q2	$3.91M	Buy	186,495 +1,866	+1%	+$37.8K	0.05%	132
2024 Q1	$3.76M	Sell	184,629 -4,002	-2%	-$77.4K	0.05%	130
2023 Q4	$3.5M	Buy	188,631 +128,730	+215%	+$2.22M	0.05%	136
2023 Q3	$995K	Buy	59,901 +10,374	+21%	+$180K	0.02%	279
2023 Q2	$854K	Sell	49,527 -3,069	-6%	-$50K	0.01%	275
2023 Q1	$839K	Buy	+52,596	New	+$822K	0.01%	279
2022 Q3	–	Sell	-16,131	Closed	-$238K	–	540
2022 Q2	$238K	Buy	+16,131	New	+$259K	0.01%	447
2021 Q4	–	Sell	-33,222	Closed	-$575K	–	611
2021 Q3	$575K	Buy	+33,222	New	+$591K	0.01%	333

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