Wolff Wiese Magana’s Schwab US Broad Market ETF SCHB Stock Holding History

Wolff Wiese Magana’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	-492	Closed	-$11.7K	–	1027
2025 Q2	$11.7K	Hold	492	–	–	0.01%	380
2025 Q1	$10.6K	Hold	492	–	–	0.01%	399
2024 Q4	$11.2K	Hold	492	–	–	0.01%	408
2024 Q3	$10.9K	Buy	+492	New	+$10.5K	0.01%	428
2023 Q4	–	Sell	-1,431	Closed	-$23.8K	–	822
2023 Q3	$23.8K	Buy	1,431 +6	+0.4%	+$104	0.02%	250
2023 Q2	$24.6K	Buy	1,425 +6	+0.4%	+$98	0.02%	258
2023 Q1	$22.7K	Buy	1,419 +3	+0.2%	+$47	0.02%	255
2022 Q4	$21.1K	Buy	1,416 +6	+0.4%	+$90	0.02%	253
2022 Q3	$20K	Buy	1,410 +6	+0.4%	+$93	0.02%	372
2022 Q2	$21K	Buy	1,404 +6	+0.4%	+$96	0.02%	384
2022 Q1	$25K	Buy	1,398 +6	+0.4%	+$105	0.02%	382
2021 Q4	$26K	Hold	1,392	–	–	0.02%	382
2021 Q3	$24K	Buy	1,392 +6	+0.4%	+$107	0.02%	395
2021 Q2	$24K	Buy	1,386 +6	+0.4%	+$102	0.02%	375
2021 Q1	$22K	Buy	+1,380	New	+$21.8K	0.02%	383

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

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

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return