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

WestEnd 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 		– Sell
-138
Closed -$3.29K – 405
2025
Q2 		$3.29K Buy
+138
New +$3.04K ﹤0.01% 125

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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

WestEnd Advisors's SCHB Position: Q3 2025 in Review

WestEnd Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 138 shares — an estimated $3.29K sold.

WestEnd Advisors first reported a position in SCHB in Q2 2025 and held it in 1 quarter. The position peaked at $3.29K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • WestEnd Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • WestEnd Advisors sold 138 Schwab US Broad Market ETF shares in Q3 2025, an estimated $3.29K.
  • WestEnd Advisors first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 1 quarter.
  • WestEnd Advisors's Schwab US Broad Market ETF position peaked at $3.29K in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on WestEnd Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.