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

BDO 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
2023 Q2	–	Sell	-180	Closed	-$2.87K	–	1055
2023 Q1	$2.87K	Hold	180	–	–	﹤0.01%	870
2022 Q4	$2.68K	Hold	180	–	–	﹤0.01%	834
2022 Q3	$2K	Sell	180 -597	-77%	-$9.29K	﹤0.01%	937
2022 Q2	$11K	Hold	777	–	–	﹤0.01%	671
2022 Q1	$14K	Sell	777 -3	-0.4%	-$53	﹤0.01%	669
2021 Q4	$15K	Hold	780	–	–	﹤0.01%	672
2021 Q3	$13K	Buy	+780	New	+$13.9K	﹤0.01%	688

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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

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

BDO Wealth Advisors's SCHB Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2023, closing a stake of 180 shares — an estimated $2.87K sold.

BDO Wealth Advisors first reported a position in SCHB in Q3 2021 and held it in 7 quarters. The position peaked at $15K in Q4 2021. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

BDO Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2023 after selling out during the quarter.
BDO Wealth Advisors sold 180 Schwab US Broad Market ETF shares in Q2 2023, an estimated $2.87K.
BDO Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2021 and held it in 7 quarters.
BDO Wealth Advisors's Schwab US Broad Market ETF position peaked at $15K in Q4 2021.
945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.