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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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 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

Wolff Wiese Magana's SCHB Position: Q3 2025 in Review

Wolff Wiese Magana sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 492 shares — an estimated $11.7K sold.

Wolff Wiese Magana first reported a position in SCHB in Q1 2021 and held it in 15 quarters. The position peaked at $26K in Q4 2021. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

Wolff Wiese Magana reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
Wolff Wiese Magana sold 492 Schwab US Broad Market ETF shares in Q3 2025, an estimated $11.7K.
Wolff Wiese Magana first reported a position in Schwab US Broad Market ETF in Q1 2021 and held it in 15 quarters.
Wolff Wiese Magana's Schwab US Broad Market ETF position peaked at $26K in Q4 2021.
1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Wolff Wiese Magana's 13F filing for Q3 2025, filed 28 Oct 2025.