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AJ Wealth Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$3.42M Sell
198,741
-2,733
-1% -$44.6K 0.17% 67
2023
Q1 		$3.21M Sell
201,474
-1,764
-0.9% -$27.6K 0.17% 66
2022
Q4 		$3.04M Buy
203,238
+12
+0% +$180 0.16% 70
2022
Q3 		$2.84M Buy
203,226
+375
+0.2% +$5.83K 0.17% 65
2022
Q2 		$2.99M Sell
202,851
-16,785
-8% -$269K 0.16% 67
2022
Q1 		$3.91M Buy
219,636
+48
+0% +$843 0.19% 69
2021
Q4 		$4.14M Buy
219,588
+72
+0% +$1.32K 0.2% 57
2021
Q3 		$3.8M Sell
219,516
-2,874
-1% -$51.1K 0.21% 53
2021
Q2 		$3.87M Sell
222,390
-6,780
-3% -$115K 0.23% 50
2021
Q1 		$3.69M Sell
229,170
-19,854
-8% -$313K 0.26% 45
2020
Q4 		$3.78M Buy
249,024
+78
+0% +$1.11K 0.33% 34
2020
Q3 		$3.3M Sell
248,946
-5,124
-2% -$67.4K 0.34% 36
2020
Q2 		$3.11M Sell
254,070
-259,536
-51% -$2.99M 0.35% 35
2020
Q1 		$5.17M Buy
513,606
+364,194
+244% +$4.41M 0.7% 18
2019
Q4 		$1.92M Sell
149,412
-2,754
-2% -$33.8K 0.22% 44
2019
Q3 		$1.8M Buy
152,166
+1,266
+0.8% +$15K 0.24% 41
2019
Q2 		$1.77M Sell
150,900
-12,810
-8% -$148K 0.26% 38
2019
Q1 		$1.86M Sell
163,710
-222
-0.1% -$2.42K 0.31% 34
2018
Q4 		$1.64M Buy
163,932
+19,896
+14% +$215K 0.32% 36
2018
Q3 		$1.69M Buy
144,036
+47,094
+49% +$543K 0.31% 34
2018
Q2 		$1.07M Buy
96,942
+37,848
+64% +$414K 0.22% 42
2018
Q1 		$628K Buy
59,094
+11,898
+25% +$131K 0.15% 52
2017
Q4 		$507K Buy
47,196
+15,108
+47% +$158K 0.13% 62
2017
Q3 		$326K Hold
32,088
– – 0.11% 61
2017
Q2 		$313K Sell
32,088
-102
-0.3% -$985 0.12% 56
2017
Q1 		$306K Buy
32,190
+3,834
+14% +$36K 0.13% 57
2016
Q4 		$256K Buy
+28,356
New +$250K 0.13% 61

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 $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

AJ Wealth Strategies's SCHB Position: Q2 2023 in Review

AJ Wealth Strategies reduced its Schwab US Broad Market ETF (SCHB) stake by 1.4% in Q2 2023, selling an estimated $44.6K and leaving 198,741 shares worth $3.42M. The position accounts for 0.17% of the portfolio, ranked #67.

AJ Wealth Strategies first reported a position in SCHB in Q4 2016 and has held it in 27 quarters since. The position peaked at $5.17M in Q1 2020. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

  • AJ Wealth Strategies held 198,741 shares of Schwab US Broad Market ETF worth $3.42M as of Q2 2023.
  • AJ Wealth Strategies sold 2,733 Schwab US Broad Market ETF shares in Q2 2023, an estimated $44.6K.
  • Schwab US Broad Market ETF made up 0.17% of AJ Wealth Strategies's portfolio in Q2 2023, its #67 holding.
  • AJ Wealth Strategies first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 27 quarters since.
  • AJ Wealth Strategies's Schwab US Broad Market ETF position peaked at $5.17M in Q1 2020.
  • 945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.