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Annapolis Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Annapolis Financial Services’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 		$13.6K Hold
612
– – ﹤0.01% 262
2024
Q2 		$12.8K Hold
612
– – ﹤0.01% 260
2024
Q1 		$12.5K Sell
612
-567
-48% -$11K ﹤0.01% 260
2023
Q4 		$21.9K Buy
1,179
+567
+93% +$9.79K 0.01% 272
2023
Q3 		$10.2K Hold
612
– – ﹤0.01% 343
2023
Q2 		$10.5K Hold
612
– – ﹤0.01% 337
2023
Q1 		$9.76K Hold
612
– – ﹤0.01% 321
2022
Q4 		$9.14K Hold
612
– – ﹤0.01% 316
2022
Q3 		$9K Hold
612
– – ﹤0.01% 342
2022
Q2 		$9K Buy
+612
New +$9.82K ﹤0.01% 300

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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 $1.76B AUM 18.21% 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 $807M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Annapolis Financial Services's SCHB Position: Q3 2024 in Review

Annapolis Financial Services held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2024 at 612 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Annapolis Financial Services first reported a position in SCHB in Q2 2022 and has held it in 10 quarters since. The position peaked at $21.9K in Q4 2023. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Annapolis Financial Services held 612 shares of Schwab US Broad Market ETF worth $13.6K as of Q3 2024.
  • Annapolis Financial Services left its Schwab US Broad Market ETF share count unchanged in Q3 2024.
  • Schwab US Broad Market ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #262 holding.
  • Annapolis Financial Services first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 10 quarters since.
  • Annapolis Financial Services's Schwab US Broad Market ETF position peaked at $21.9K in Q4 2023.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.