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Axiom Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Axiom Advisory’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
Q3 		$1.89M Buy
88,515
+1,689
+2% +$36.1K 0.02% 118
2024
Q2 		$1.76M Buy
+86,826
New +$1.76M 0.02% 117

Other funds holding SCHB

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

Axiom Advisory's SCHB Position: Q3 2024 in Review

Axiom Advisory increased its Schwab US Broad Market ETF (SCHB) stake by 1.9% in Q3 2024, buying an estimated $36.1K and bringing the position to 88,515 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #118.

Axiom Advisory first reported a position in SCHB in Q2 2024 and has held it in 2 quarters since. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Axiom Advisory held 88,515 shares of Schwab US Broad Market ETF worth $1.89M as of Q3 2024.
  • Axiom Advisory bought 1,689 Schwab US Broad Market ETF shares in Q3 2024, an estimated $36.1K.
  • Schwab US Broad Market ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #118 holding.
  • Axiom Advisory first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.