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Brainard Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Brainard Capital Management’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 		$244K Buy
15,321
+60
+0.4% +$938 0.19% 69
2022
Q4 		$228K Buy
+15,261
New +$229K 0.19% 79

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $3.94B AUM 18.64% 1-Year Est. Return

Brainard Capital Management's SCHB Position: Q1 2023 in Review

Brainard Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.39% in Q1 2023, buying an estimated $938 and bringing the position to 15,321 shares worth $244K. The position accounts for 0.19% of the portfolio, ranked #69.

Brainard Capital Management first reported a position in SCHB in Q4 2022 and has held it in 2 quarters since. 925 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Brainard Capital Management held 15,321 shares of Schwab US Broad Market ETF worth $244K as of Q1 2023.
  • Brainard Capital Management bought 60 Schwab US Broad Market ETF shares in Q1 2023, an estimated $938.
  • Schwab US Broad Market ETF made up 0.19% of Brainard Capital Management's portfolio in Q1 2023, its #69 holding.
  • Brainard Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 2 quarters since.
  • 925 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.