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

Blooom 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
2022 Q3	$806K	Buy	57,336 +3,591	+7%	+$55.9K	1.53%	15
2022 Q2	$829K	Sell	53,745 -12,756	-19%	-$205K	1.42%	15
2022 Q1	$1.23M	Sell	66,501 -1,209	-2%	-$21.2K	0.99%	11
2021 Q4	$1.28M	Sell	67,710 -2,508	-4%	-$46.1K	0.96%	12
2021 Q3	$1.24M	Buy	70,218 +1,350	+2%	+$24K	1.03%	12
2021 Q2	$1.19M	Buy	68,868 +35,610	+107%	+$603K	0.89%	12
2021 Q1	$871K	Sell	33,258 -21,774	-40%	-$343K	0.68%	18
2020 Q4	$829K	Buy	+55,032	New	+$784K	0.66%	16

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HCM

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Blooom Inc's SCHB Position: Q3 2022 in Review

Blooom Inc increased its Schwab US Broad Market ETF (SCHB) stake by 6.7% in Q3 2022, buying an estimated $55.9K and bringing the position to 57,336 shares worth $806K. The position accounts for 1.53% of the portfolio, ranked #15.

Blooom Inc first reported a position in SCHB in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.28M in Q4 2021. 857 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

Blooom Inc held 57,336 shares of Schwab US Broad Market ETF worth $806K as of Q3 2022.
Blooom Inc bought 3,591 Schwab US Broad Market ETF shares in Q3 2022, an estimated $55.9K.
Schwab US Broad Market ETF made up 1.53% of Blooom Inc's portfolio in Q3 2022, its #15 holding.
Blooom Inc first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Schwab US Broad Market ETF position peaked at $1.28M in Q4 2021.
857 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.