Baldrige Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Baldrige Asset Management’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	$1.75M	Sell	110,031 -2,892	-3%	-$45.2K	0.72%	36
2022 Q4	$1.69M	Buy	112,923 +1,497	+1%	+$22.5K	0.75%	36
2022 Q3	$1.56M	Sell	111,426 -87	-0.1%	-$1.35K	0.74%	34
2022 Q2	$1.64M	Buy	111,513 +303	+0.3%	+$4.86K	0.75%	33
2022 Q1	$1.98M	Buy	111,210 +768	+0.7%	+$13.5K	0.81%	28
2021 Q4	$2.08M	Buy	110,442 +504	+0.5%	+$9.27K	0.81%	30
2021 Q3	$1.9M	Sell	109,938 -11,694	-10%	-$208K	0.79%	33
2021 Q2	$2.11M	Sell	121,632 -132	-0.1%	-$2.23K	0.92%	27
2021 Q1	$1.96M	Sell	121,764 -2,808	-2%	-$44.3K	1.07%	26
2020 Q4	$1.89M	Sell	124,572 -2,346	-2%	-$33.4K	1.12%	24
2020 Q3	$1.69M	Sell	126,918 -2,574	-2%	-$33.8K	1.14%	24
2020 Q2	$1.59M	Buy	129,492 +1,794	+1%	+$20.7K	1.19%	24
2020 Q1	$1.29M	Buy	127,698 +2,304	+2%	+$27.9K	1.12%	25
2019 Q4	$1.61M	Buy	125,394 +708	+0.6%	+$8.69K	1.33%	23
2019 Q3	$1.48M	Buy	124,686 +2,322	+2%	+$27.4K	1.31%	24
2019 Q2	$1.44M	Buy	122,364 +3,036	+3%	+$35.1K	1.33%	23
2019 Q1	$1.35M	Buy	+119,328	New	+$1.3M	1.32%	23

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Baldrige Asset Management's SCHB Position: Q1 2023 in Review

Baldrige Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 2.6% in Q1 2023, selling an estimated $45.2K and leaving 110,031 shares worth $1.75M. The position accounts for 0.72% of the portfolio, ranked #36.

Baldrige Asset Management first reported a position in SCHB in Q1 2019 and has held it in 17 quarters since. The position peaked at $2.11M in Q2 2021. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

Baldrige Asset Management held 110,031 shares of Schwab US Broad Market ETF worth $1.75M as of Q1 2023.
Baldrige Asset Management sold 2,892 Schwab US Broad Market ETF shares in Q1 2023, an estimated $45.2K.
Schwab US Broad Market ETF made up 0.72% of Baldrige Asset Management's portfolio in Q1 2023, its #36 holding.
Baldrige Asset Management first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 17 quarters since.
Baldrige Asset Management's Schwab US Broad Market ETF position peaked at $2.11M in Q2 2021.
923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.