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

Wescott Financial Advisory Group’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 		– Sell
-11,721
Closed -$266K – 177
2024
Q4 		$266K Hold
11,721
– – 0.03% 150
2024
Q3 		$260K Buy
11,721
+21
+0.2% +$448 0.03% 155
2024
Q2 		$245K Hold
11,700
– – 0.03% 150
2024
Q1 		$238K Sell
11,700
-4,332
-27% -$83.8K 0.03% 149
2023
Q4 		$297K Buy
16,032
+33
+0.2% +$570 0.04% 133
2023
Q3 		$266K Buy
15,999
+30
+0.2% +$519 0.05% 135
2023
Q2 		$275K Buy
15,969
+30
+0.2% +$489 0.05% 135
2023
Q1 		$254K Buy
15,939
+30
+0.2% +$469 0.06% 134
2022
Q4 		$238K Buy
15,909
+33
+0.2% +$496 0.05% 134
2022
Q3 		$222K Buy
+15,876
New +$247K 0.06% 124

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 $1.94B AUM 22.01% 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 $901M AUM 21.04% 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

Wescott Financial Advisory Group's SCHB Position: Q1 2025 in Review

Wescott Financial Advisory Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 11,721 shares — an estimated $266K sold.

Wescott Financial Advisory Group first reported a position in SCHB in Q3 2022 and held it in 10 quarters. The position peaked at $297K in Q4 2023. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Wescott Financial Advisory Group reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 11,721 Schwab US Broad Market ETF shares in Q1 2025, an estimated $266K.
  • Wescott Financial Advisory Group first reported a position in Schwab US Broad Market ETF in Q3 2022 and held it in 10 quarters.
  • Wescott Financial Advisory Group's Schwab US Broad Market ETF position peaked at $297K in Q4 2023.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2025, filed 14 May 2025.