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Arcadia Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Arcadia Investment Management’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
Q1 		– Sell
-36
Closed -$669 – 330
2023
Q4 		$669 Hold
36
– – ﹤0.01% 312
2023
Q3 		$599 Hold
36
– – ﹤0.01% 319
2023
Q2 		$621 Hold
36
– – ﹤0.01% 335
2023
Q1 		$575 Buy
+36
New +$563 ﹤0.01% 345

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SCM
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R
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EK
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HCM
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SG
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BFG
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HWM
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Arcadia Investment Management's SCHB Position: Q1 2024 in Review

Arcadia Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 36 shares — an estimated $669 sold.

Arcadia Investment Management first reported a position in SCHB in Q1 2023 and held it in 4 quarters. The position peaked at $669 in Q4 2023. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Arcadia Investment Management reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Arcadia Investment Management sold 36 Schwab US Broad Market ETF shares in Q1 2024, an estimated $669.
  • Arcadia Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2023 and held it in 4 quarters.
  • Arcadia Investment Management's Schwab US Broad Market ETF position peaked at $669 in Q4 2023.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Arcadia Investment Management's 13F filing for Q1 2024, filed 23 Apr 2024.