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Benjamin Edwards Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-273
Closed -$4K – 744
2022
Q4 		$4K Hold
273
– – ﹤0.01% 651
2022
Q3 		$4K Buy
273
+3
+1% +$47 ﹤0.01% 629
2022
Q2 		$4K Buy
+270
New +$4.33K ﹤0.01% 633

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

Benjamin Edwards Inc's SCHB Position: Q1 2023 in Review

Benjamin Edwards Inc sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 273 shares — an estimated $4K sold.

Benjamin Edwards Inc first reported a position in SCHB in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q4 2022. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Benjamin Edwards Inc reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Benjamin Edwards Inc sold 273 Schwab US Broad Market ETF shares in Q1 2023, an estimated $4K.
  • Benjamin Edwards Inc first reported a position in Schwab US Broad Market ETF in Q2 2022 and held it in 3 quarters.
  • Benjamin Edwards Inc's Schwab US Broad Market ETF position peaked at $4K in Q4 2022.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Benjamin Edwards Inc's 13F filing for Q1 2023, filed 27 Apr 2023.