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Bruce G. Allen Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Bruce G. Allen Investments’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
2024
Q3 		– Sell
-1,392
Closed -$29.2K – 1132
2024
Q2 		$29.2K Buy
+1,392
New +$28.2K 0.02% 328

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SCM
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EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Bruce G. Allen Investments's SCHB Position: Q3 2024 in Review

Bruce G. Allen Investments sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 1,392 shares — an estimated $29.2K sold.

Bruce G. Allen Investments first reported a position in SCHB in Q2 2024 and held it in 1 quarter. The position peaked at $29.2K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Bruce G. Allen Investments reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 1,392 Schwab US Broad Market ETF shares in Q3 2024, an estimated $29.2K.
  • Bruce G. Allen Investments first reported a position in Schwab US Broad Market ETF in Q2 2024 and held it in 1 quarter.
  • Bruce G. Allen Investments's Schwab US Broad Market ETF position peaked at $29.2K in Q2 2024.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Bruce G. Allen Investments's 13F filing for Q3 2024, filed 8 Oct 2024.