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BRR OpCo’s Schwab US Broad Market ETF SCHB Stock Holding History

BRR OpCo’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
-12,468
Closed -$222K – 219
2022
Q1 		$222K Hold
12,468
– – 0.02% 198
2021
Q4 		$235K Hold
12,468
– – 0.03% 186
2021
Q3 		$216K Sell
12,468
-33,684
-73% -$599K 0.02% 206
2021
Q2 		$802K Buy
+46,152
New +$781K 0.09% 117

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SCM
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EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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 $807M AUM 18.59% 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 $3.23B AUM 15.3% 1-Year Est. Return

BRR OpCo's SCHB Position: Q2 2022 in Review

BRR OpCo sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 12,468 shares — an estimated $222K sold.

BRR OpCo first reported a position in SCHB in Q2 2021 and held it in 4 quarters. The position peaked at $802K in Q2 2021. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • BRR OpCo reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • BRR OpCo sold 12,468 Schwab US Broad Market ETF shares in Q2 2022, an estimated $222K.
  • BRR OpCo first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 4 quarters.
  • BRR OpCo's Schwab US Broad Market ETF position peaked at $802K in Q2 2021.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on BRR OpCo's 13F filing for Q2 2022, filed 4 Aug 2022.