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Atlas Private Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Atlas Private Wealth 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
2021
Q4 		– Sell
-78
Closed -$1K – 592
2021
Q3 		$1K Buy
78
+12
+18% +$213 ﹤0.01% 728
2021
Q2 		$1K Buy
+66
New +$1.12K ﹤0.01% 755

Other funds holding SCHB

Wealthfront Advisers
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Betterment LLC
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Atlas Private Wealth Advisors's SCHB Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2021, closing a stake of 78 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in SCHB in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 78 Schwab US Broad Market ETF shares in Q4 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Schwab US Broad Market ETF position peaked at $1K in Q3 2021.
  • 894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.