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Arcus Capital Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Arcus Capital 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
2023
Q1 		– Sell
-777
Closed -$11.6K – 298
2022
Q4 		$11.6K Buy
+777
New +$11.7K ﹤0.01% 258

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SCM
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EK
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HCM
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HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Arcus Capital Partners's SCHB Position: Q1 2023 in Review

Arcus Capital Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 777 shares — an estimated $11.6K sold.

Arcus Capital Partners first reported a position in SCHB in Q4 2022 and held it in 1 quarter. The position peaked at $11.6K in Q4 2022. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Arcus Capital Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 777 Schwab US Broad Market ETF shares in Q1 2023, an estimated $11.6K.
  • Arcus Capital Partners first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 1 quarter.
  • Arcus Capital Partners's Schwab US Broad Market ETF position peaked at $11.6K in Q4 2022.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.