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BT Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

BT Wealth 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
2022
Q2 		$228K Hold
15,486
– – 0.06% 61
2022
Q1 		$276K Sell
15,486
-774
-5% -$13.6K 0.07% 57
2021
Q4 		$306K Buy
+16,260
New +$299K 0.08% 51

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
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

BT Wealth Management's SCHB Position: Q2 2022 in Review

BT Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2022 at 15,486 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #61.

BT Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 3 quarters since. The position peaked at $306K in Q4 2021. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • BT Wealth Management held 15,486 shares of Schwab US Broad Market ETF worth $228K as of Q2 2022.
  • BT Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2022.
  • Schwab US Broad Market ETF made up 0.06% of BT Wealth Management's portfolio in Q2 2022, its #61 holding.
  • BT Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 3 quarters since.
  • BT Wealth Management's Schwab US Broad Market ETF position peaked at $306K in Q4 2021.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.