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

Arlington 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
Q3 		– Sell
-18
Closed -$310 – 553
2023
Q2 		$310 Hold
18
– – ﹤0.01% 595
2023
Q1 		$287 Hold
18
– – ﹤0.01% 557
2022
Q4 		$269 Buy
+18
New +$271 ﹤0.01% 412

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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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HWM
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HP
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EA
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Arlington Partners's SCHB Position: Q3 2023 in Review

Arlington Partners sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 18 shares — an estimated $310 sold.

Arlington Partners first reported a position in SCHB in Q4 2022 and held it in 3 quarters. The position peaked at $310 in Q2 2023. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Arlington Partners reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 18 Schwab US Broad Market ETF shares in Q3 2023, an estimated $310.
  • Arlington Partners first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 3 quarters.
  • Arlington Partners's Schwab US Broad Market ETF position peaked at $310 in Q2 2023.
  • 939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.