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Alera Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Alera Investment 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
Q3 		– Sell
-16,440
Closed -$242K – 185
2022
Q2 		$242K Hold
16,440
– – 0.07% 161
2022
Q1 		$293K Hold
16,440
– – 0.07% 150
2021
Q4 		$310K Hold
16,440
– – 0.08% 81
2021
Q3 		$285K Hold
16,440
– – 0.08% 83
2021
Q2 		$286K Buy
+16,440
New +$278K 0.09% 79

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Alera Investment Advisors's SCHB Position: Q3 2022 in Review

Alera Investment Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2022, closing a stake of 16,440 shares — an estimated $242K sold.

Alera Investment Advisors first reported a position in SCHB in Q2 2021 and held it in 5 quarters. The position peaked at $310K in Q4 2021. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • Alera Investment Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2022 after selling out during the quarter.
  • Alera Investment Advisors sold 16,440 Schwab US Broad Market ETF shares in Q3 2022, an estimated $242K.
  • Alera Investment Advisors first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 5 quarters.
  • Alera Investment Advisors's Schwab US Broad Market ETF position peaked at $310K in Q4 2021.
  • 855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Alera Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.