Wolverine Trading

Wolverine Trading’s Schwab US Broad Market ETF SCHB Stock Holding History

Wolverine Trading’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
2024 Q4	–	Sell	-19,200	Closed	-$424K	–	5791
2024 Q3	$424K	Buy	19,200 +3,300	+21%	+$70.5K	﹤0.01%	3229
2024 Q2	$333K	Buy	15,900 +5,400	+51%	+$109K	﹤0.01%	3274
2024 Q1	$214K	Buy	+10,500	New	+$203K	﹤0.01%	3732
2022 Q2	–	Sell	-24,600	Closed	-$444K	–	5574
2022 Q1	$444K	Buy	+24,600	New	+$432K	﹤0.01%	3392
2019 Q1	–	Sell	-44,400	Closed	-$440K	–	5214
2018 Q4	$440K	Buy	+44,400	New	+$480K	﹤0.01%	2753
2017 Q1	–	Sell	-96,000	Closed	-$867K	–	4906
2016 Q4	$867K	Buy	96,000 +7,200	+8%	+$63.4K	﹤0.01%	2049
2016 Q3	$768K	Buy	88,800 +21,600	+32%	+$188K	﹤0.01%	2155
2016 Q2	$556K	Buy	+67,200	New	+$558K	﹤0.01%	2121

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 $1.91B AUM 16.23% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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 $15.5B AUM 18.35% 1-Year Est. Return