American Portfolios Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

American Portfolios 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	$772K	Buy	55,185 +243	+0.4%	+$3.78K	0.03%	501
2022 Q2	$809K	Sell	54,942 -176,625	-76%	-$2.83M	0.03%	490
2022 Q1	$4.16M	Buy	231,567 +176,469	+320%	+$3.1M	0.14%	143
2021 Q4	$1.04M	Sell	55,098 -387,738	-88%	-$7.13M	0.04%	471
2021 Q3	$7.67M	Buy	442,836 +398,196	+892%	+$7.08M	0.29%	67
2021 Q2	$776K	Buy	44,640 +1,182	+3%	+$20K	0.03%	541
2021 Q1	$700K	Buy	43,458 +42,168	+3,269%	+$665K	0.03%	537
2020 Q4	$19.6K	Sell	1,290 -36,582	-97%	-$521K	﹤0.01%	1831
2020 Q3	$503K	Buy	37,872 +2,616	+7%	+$34.4K	0.03%	485
2020 Q2	$432K	Buy	35,256 +2,838	+9%	+$32.7K	0.03%	480
2020 Q1	$327K	Sell	32,418 -426,618	-93%	-$5.16M	0.03%	489
2019 Q4	$5.88M	Buy	459,036 +428,898	+1,423%	+$5.26M	0.42%	45
2019 Q3	$357K	Buy	30,138 +2,316	+8%	+$27.4K	0.03%	512
2019 Q2	$327K	Buy	27,822 +1,290	+5%	+$14.9K	0.03%	543
2019 Q1	$301K	Buy	26,532 +25,242	+1,957%	+$276K	0.03%	512
2018 Q4	$12.9K	Sell	1,290 -297,654	-100%	-$3.22M	﹤0.01%	1535
2018 Q3	$3.51M	Buy	298,944 +5,238	+2%	+$60.4K	0.4%	54
2018 Q2	$3.23M	Buy	293,706 +77,628	+36%	+$849K	0.44%	48
2018 Q1	$2.3M	Buy	216,078 +25,260	+13%	+$278K	0.34%	61
2017 Q4	$2.05M	Buy	+190,818	New	+$2M	0.32%	66

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

American Portfolios Advisors's SCHB Position: Q3 2022 in Review

American Portfolios Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.44% in Q3 2022, buying an estimated $3.78K and bringing the position to 55,185 shares worth $772K. The position accounts for 0.03% of the portfolio, ranked #501.

American Portfolios Advisors first reported a position in SCHB in Q4 2017 and has held it in 20 quarters since. The position peaked at $7.67M in Q3 2021. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

American Portfolios Advisors held 55,185 shares of Schwab US Broad Market ETF worth $772K as of Q3 2022.
American Portfolios Advisors bought 243 Schwab US Broad Market ETF shares in Q3 2022, an estimated $3.78K.
Schwab US Broad Market ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #501 holding.
American Portfolios Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Schwab US Broad Market ETF position peaked at $7.67M in Q3 2021.
855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.