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

Aveo 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
2024
Q2 		– Sell
-11,010
Closed -$219K – 365
2024
Q1 		$219K Sell
11,010
-4,149
-27% -$80.3K 0.02% 340
2023
Q4 		$281K Sell
15,159
-501
-3% -$8.65K 0.03% 280
2023
Q3 		$260K Sell
15,660
-11,964
-43% -$207K 0.03% 285
2023
Q2 		$476K Buy
27,624
+5,409
+24% +$88.2K 0.06% 211
2023
Q1 		$354K Buy
22,215
+8,154
+58% +$127K 0.05% 245
2022
Q4 		$210K Buy
+14,061
New +$211K 0.03% 312
2022
Q2 		– Sell
-39,834
Closed -$709K – 292
2022
Q1 		$709K Sell
39,834
-12,558
-24% -$220K 0.13% 140
2021
Q4 		$987K Buy
52,392
+11,712
+29% +$215K 0.18% 113
2021
Q3 		$704K Buy
40,680
+12,564
+45% +$223K 0.15% 133
2021
Q2 		$489K Buy
28,116
+9,252
+49% +$157K 0.11% 164
2021
Q1 		$304K Buy
+18,864
New +$297K 0.08% 190

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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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Aveo Capital Partners's SCHB Position: Q2 2024 in Review

Aveo Capital Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 11,010 shares — an estimated $219K sold.

Aveo Capital Partners first reported a position in SCHB in Q1 2021 and held it in 11 quarters. The position peaked at $987K in Q4 2021. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Aveo Capital Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 11,010 Schwab US Broad Market ETF shares in Q2 2024, an estimated $219K.
  • Aveo Capital Partners first reported a position in Schwab US Broad Market ETF in Q1 2021 and held it in 11 quarters.
  • Aveo Capital Partners's Schwab US Broad Market ETF position peaked at $987K in Q4 2021.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.