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
2025 Q2	–	Sell	-9,400	Closed	-$202K	–	5458
2025 Q1	$202K	Buy	+9,400	New	+$214K	﹤0.01%	3952
2024 Q4	–	Sell	-9,300	Closed	-$205K	–	5792
2024 Q3	$205K	Buy	+9,300	New	+$199K	﹤0.01%	4063
2022 Q2	–	Sell	-18,000	Closed	-$325K	–	5575
2022 Q1	$325K	Buy	+18,000	New	+$316K	﹤0.01%	3783
2019 Q1	–	Sell	-27,000	Closed	-$267K	–	5215
2018 Q4	$267K	Buy	+27,000	New	+$292K	﹤0.01%	3330
2016 Q4	–	Sell	-27,600	Closed	-$239K	–	5034
2016 Q3	$239K	Hold	27,600	–	–	﹤0.01%	3571
2016 Q2	$228K	Buy	+27,600	New	+$229K	﹤0.01%	3129

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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