WW
SCHB icon

Westshore Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Westshore Wealth’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
Q4 		– Sell
-8,477
Closed -$218K – 112
2025
Q3 		$218K Buy
8,477
+20
+0.2% +$495 0.07% 93
2025
Q2 		$202K Buy
+8,457
New +$186K 0.08% 94

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Westshore Wealth's SCHB Position: Q4 2025 in Review

Westshore Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 8,477 shares — an estimated $218K sold.

Westshore Wealth first reported a position in SCHB in Q2 2025 and held it in 2 quarters. The position peaked at $218K in Q3 2025. 1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Westshore Wealth reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Westshore Wealth sold 8,477 Schwab US Broad Market ETF shares in Q4 2025, an estimated $218K.
  • Westshore Wealth first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 2 quarters.
  • Westshore Wealth's Schwab US Broad Market ETF position peaked at $218K in Q3 2025.
  • 1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Westshore Wealth's 13F filing for Q4 2025, filed 25 Feb 2026.