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

BlueSky 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
2022
Q2 		– Sell
-11,958
Closed -$213K – 68
2022
Q1 		$213K Hold
11,958
– – 0.04% 66
2021
Q4 		$225K Sell
11,958
-3,012
-20% -$55.4K 0.04% 66
2021
Q3 		$259K Hold
14,970
– – 0.05% 60
2021
Q2 		$264K Hold
14,970
– – 0.05% 57
2021
Q1 		$250K Sell
14,970
-1,302
-8% -$20.5K 0.06% 54
2020
Q4 		$247K Buy
16,272
+1,182
+8% +$16.8K 0.06% 48
2020
Q3 		$211K Buy
+15,090
New +$198K 0.06% 48
2020
Q2 		– Sell
-23,844
Closed -$240K – 56
2020
Q1 		$240K Sell
23,844
-3,480
-13% -$42.1K 0.09% 44
2019
Q4 		$355K Sell
27,324
-6,150
-18% -$75.5K 0.12% 51
2019
Q3 		$388K Buy
33,474
+1,776
+6% +$21K 0.13% 50
2019
Q2 		$373K Sell
31,698
-4,344
-12% -$50.2K 0.13% 52
2019
Q1 		$415K Sell
36,042
-1,194
-3% -$13K 0.15% 47
2018
Q4 		$393K Buy
37,236
+672
+2% +$7.27K 0.15% 45
2018
Q3 		$422K Sell
36,564
-3,474
-9% -$40K 0.16% 41
2018
Q2 		$440K Sell
40,038
-9,402
-19% -$103K 0.17% 43
2018
Q1 		$526K Sell
49,440
-2,070
-4% -$22.7K 0.2% 38
2017
Q4 		$554K Sell
51,510
-6,822
-12% -$71.5K 0.23% 37
2017
Q3 		$592K Sell
58,332
-3,840
-6% -$38.1K 0.26% 36
2017
Q2 		$606K Buy
62,172
+582
+0.9% +$5.62K 0.28% 35
2017
Q1 		$586K Sell
61,590
-1,302
-2% -$12.2K 0.28% 36
2016
Q4 		$568K Buy
+62,892
New +$554K 0.28% 36

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
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
EK
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HP
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
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

BlueSky Wealth Advisors's SCHB Position: Q2 2022 in Review

BlueSky Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 11,958 shares — an estimated $213K sold.

BlueSky Wealth Advisors first reported a position in SCHB in Q4 2016 and held it in 21 quarters. The position peaked at $606K in Q2 2017. 872 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • BlueSky Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 11,958 Schwab US Broad Market ETF shares in Q2 2022, an estimated $213K.
  • BlueSky Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2016 and held it in 21 quarters.
  • BlueSky Wealth Advisors's Schwab US Broad Market ETF position peaked at $606K in Q2 2017.
  • 872 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.