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Wealthstream Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Wealthstream Advisors’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
Q3 		$1.18M Buy
45,903
+6,040
+15% +$150K 0.18% 49
2025
Q2 		$950K Buy
39,863
+4,462
+13% +$98.3K 0.16% 54
2025
Q1 		$762K Sell
35,401
-10,234
-22% -$233K 0.14% 57
2024
Q4 		$1.04M Buy
45,635
+10,760
+31% +$246K 0.19% 47
2024
Q3 		$773K Sell
34,875
-510
-1% -$10.9K 0.14% 56
2024
Q2 		$742K Buy
35,385
+1,017
+3% +$20.6K 0.27% 52
2024
Q1 		$699K Buy
34,368
+5,886
+21% +$114K 0.27% 54
2023
Q4 		$529K Buy
28,482
+11,418
+67% +$197K 0.22% 64
2023
Q3 		$284K Buy
17,064
+1,215
+8% +$21K 0.15% 78
2023
Q2 		$273K Buy
+15,849
New +$258K 0.14% 77

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
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 $1.29B AUM 17.41% 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

Wealthstream Advisors's SCHB Position: Q3 2025 in Review

Wealthstream Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 15% in Q3 2025, buying an estimated $150K and bringing the position to 45,903 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #49.

Wealthstream Advisors first reported a position in SCHB in Q2 2023 and has held it in 10 quarters since. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Wealthstream Advisors held 45,903 shares of Schwab US Broad Market ETF worth $1.18M as of Q3 2025.
  • Wealthstream Advisors bought 6,040 Schwab US Broad Market ETF shares in Q3 2025, an estimated $150K.
  • Schwab US Broad Market ETF made up 0.18% of Wealthstream Advisors's portfolio in Q3 2025, its #49 holding.
  • Wealthstream Advisors first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 10 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.