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Amarillo National Bank’s Schwab US Broad Market ETF SCHB Stock Holding History

Amarillo National Bank’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
Q3 		– Sell
-12,732
Closed -$267K – 92
2024
Q2 		$267K Hold
12,732
– – 0.05% 77
2024
Q1 		$259K Hold
12,732
– – 0.05% 84
2023
Q4 		$236K Hold
12,732
– – 0.05% 92
2023
Q3 		$212K Hold
12,732
– – 0.04% 93
2023
Q2 		$219K Hold
12,732
– – 0.04% 89
2023
Q1 		$203K Buy
+12,732
New +$199K 0.04% 98

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R
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SCM
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EK
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HCM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
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BFG
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HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Amarillo National Bank's SCHB Position: Q3 2024 in Review

Amarillo National Bank sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 12,732 shares — an estimated $267K sold.

Amarillo National Bank first reported a position in SCHB in Q1 2023 and held it in 6 quarters. The position peaked at $267K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Amarillo National Bank reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Amarillo National Bank sold 12,732 Schwab US Broad Market ETF shares in Q3 2024, an estimated $267K.
  • Amarillo National Bank first reported a position in Schwab US Broad Market ETF in Q1 2023 and held it in 6 quarters.
  • Amarillo National Bank's Schwab US Broad Market ETF position peaked at $267K in Q2 2024.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Amarillo National Bank's 13F filing for Q3 2024, filed 24 Oct 2024.