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Alpha Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Alpha Financial Partners’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
-13,074
Closed -$290K – 140
2024
Q3 		$290K Buy
+13,074
New +$279K 0.21% 78

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Betterment LLC
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R
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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
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
BFG
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

Alpha Financial Partners's SCHB Position: Q4 2024 in Review

Alpha Financial Partners sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 13,074 shares — an estimated $290K sold.

Alpha Financial Partners first reported a position in SCHB in Q3 2024 and held it in 1 quarter. The position peaked at $290K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Alpha Financial Partners reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 13,074 Schwab US Broad Market ETF shares in Q4 2024, an estimated $290K.
  • Alpha Financial Partners first reported a position in Schwab US Broad Market ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Schwab US Broad Market ETF position peaked at $290K in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.