Better Money Decisions’s Schwab US Broad Market ETF SCHB Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-12,495	Closed	-$215K	–	61
2023 Q2	$215K	Buy	+12,495	New	+$204K	0.18%	61
2022 Q3	–	Sell	-9,270	Closed	-$137K	–	362
2022 Q2	$137K	Buy	+9,270	New	+$149K	0.12%	78
2021 Q4	–	Sell	-9,270	Closed	-$160K	–	470
2021 Q3	$160K	Buy	9,270 +6	+0.1%	+$107	0.13%	81
2021 Q2	$161K	Buy	9,264 +8,700	+1,543%	+$147K	0.14%	78
2021 Q1	$9K	Buy	+564	New	+$8.89K	0.01%	361

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

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

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

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

Evergreen Advisors Chattanooga, Tennessee $426M AUM

Better Money Decisions's SCHB Position: Q3 2023 in Review

Better Money Decisions sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 12,495 shares — an estimated $215K sold.

Better Money Decisions first reported a position in SCHB in Q1 2021 and held it in 5 quarters. The position peaked at $215K in Q2 2023. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

Better Money Decisions reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
Better Money Decisions sold 12,495 Schwab US Broad Market ETF shares in Q3 2023, an estimated $215K.
Better Money Decisions first reported a position in Schwab US Broad Market ETF in Q1 2021 and held it in 5 quarters.
Better Money Decisions's Schwab US Broad Market ETF position peaked at $215K in Q2 2023.
939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Better Money Decisions's 13F filing for Q3 2023, filed 8 Nov 2023.