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West Coast Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

West Coast Financial’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 		– Sell
-58,350
Closed -$1.26M – 122
2025
Q1 		$1.26M Hold
58,350
– – 0.14% 71
2024
Q4 		$1.32M Hold
58,350
– – 0.15% 72
2024
Q3 		$1.29M Hold
58,350
– – 0.14% 77
2024
Q2 		$1.22M Hold
58,350
– – 0.14% 74
2024
Q1 		$1.19M Buy
58,350
+15,900
+37% +$308K 0.14% 73
2023
Q4 		$788K Hold
42,450
– – 0.1% 79
2023
Q3 		$705K Hold
42,450
– – 0.11% 82
2023
Q2 		$732K Buy
+42,450
New +$692K 0.1% 85

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 $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 $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

West Coast Financial's SCHB Position: Q2 2025 in Review

West Coast Financial sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 58,350 shares — an estimated $1.26M sold.

West Coast Financial first reported a position in SCHB in Q2 2023 and held it in 8 quarters. The position peaked at $1.32M in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • West Coast Financial reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 58,350 Schwab US Broad Market ETF shares in Q2 2025, an estimated $1.26M.
  • West Coast Financial first reported a position in Schwab US Broad Market ETF in Q2 2023 and held it in 8 quarters.
  • West Coast Financial's Schwab US Broad Market ETF position peaked at $1.32M in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.