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Affinity Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Affinity Capital Advisors’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
2022
Q2 		– Sell
-14,928
Closed -$266K – 116
2022
Q1 		$266K Sell
14,928
-582
-4% -$10.2K 0.08% 98
2021
Q4 		$292K Buy
15,510
+258
+2% +$4.75K 0.09% 98
2021
Q3 		$264K Sell
15,252
-54
-0.4% -$960 0.09% 99
2021
Q2 		$266K Sell
15,306
-240
-2% -$4.06K 0.09% 101
2021
Q1 		$251K Sell
15,546
-1,164
-7% -$18.4K 0.09% 98
2020
Q4 		$253K Buy
+16,710
New +$238K 0.1% 94

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Affinity Capital Advisors's SCHB Position: Q2 2022 in Review

Affinity Capital Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 14,928 shares — an estimated $266K sold.

Affinity Capital Advisors first reported a position in SCHB in Q4 2020 and held it in 6 quarters. The position peaked at $292K in Q4 2021. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • Affinity Capital Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • Affinity Capital Advisors sold 14,928 Schwab US Broad Market ETF shares in Q2 2022, an estimated $266K.
  • Affinity Capital Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 6 quarters.
  • Affinity Capital Advisors's Schwab US Broad Market ETF position peaked at $292K in Q4 2021.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Affinity Capital Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.