Westmount Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Westmount Partners’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 Q2	$1.03M	Sell	35,593 -933	-3%	-$26.1K	0.23%	90
2026 Q1	$917K	Buy	36,526 +3,692	+11%	+$96.9K	0.23%	92
2025 Q4	$861K	Buy	32,834 +32	+0.1%	+$833	0.21%	88
2025 Q3	$846K	Sell	32,802 -513	-2%	-$12.7K	0.22%	88
2025 Q2	$794K	Sell	33,315 -756	-2%	-$16.7K	0.22%	88
2025 Q1	$734K	Buy	34,071 +96	+0.3%	+$2.18K	0.22%	94
2024 Q4	$771K	Buy	33,975 +78	+0.2%	+$1.78K	0.23%	84
2024 Q3	$752K	Buy	33,897 +117	+0.3%	+$2.5K	0.23%	89
2024 Q2	$709K	Buy	33,780 +375	+1%	+$7.6K	0.23%	88
2024 Q1	$680K	Buy	33,405 +1,536	+5%	+$29.7K	0.24%	89
2023 Q4	$591K	Buy	31,869 +1,299	+4%	+$22.4K	0.24%	90
2023 Q3	$508K	Buy	30,570 +336	+1%	+$5.82K	0.22%	103
2023 Q2	$521K	Buy	30,234 +822	+3%	+$13.4K	0.23%	98
2023 Q1	$469K	Buy	29,412 +75	+0.3%	+$1.17K	0.22%	107
2022 Q4	$438K	Buy	+29,337	New	+$441K	0.23%	101

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Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return