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Burleson & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Burleson & Co’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
Q4 		$20.6K Hold
1,380
– – 0.01% 228
2022
Q3 		$19K Hold
1,380
– – ﹤0.01% 250
2022
Q2 		$20K Sell
1,380
-5,199
-79% -$83.4K ﹤0.01% 233
2022
Q1 		$117K Buy
6,579
+15
+0.2% +$263 0.02% 163
2021
Q4 		$124K Buy
6,564
+18
+0.3% +$331 0.02% 166
2021
Q3 		$113K Sell
6,546
-3,210
-33% -$57.1K 0.02% 160
2021
Q2 		$170K Sell
9,756
-54
-0.6% -$914 0.02% 146
2021
Q1 		$158K Buy
+9,810
New +$155K 0.03% 139

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 $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Burleson & Co's SCHB Position: Q4 2022 in Review

Burleson & Co held its Schwab US Broad Market ETF (SCHB) position steady in Q4 2022 at 1,380 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #228.

Burleson & Co first reported a position in SCHB in Q1 2021 and has held it in 8 quarters since. The position peaked at $170K in Q2 2021. 930 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

  • Burleson & Co held 1,380 shares of Schwab US Broad Market ETF worth $20.6K as of Q4 2022.
  • Burleson & Co left its Schwab US Broad Market ETF share count unchanged in Q4 2022.
  • Schwab US Broad Market ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #228 holding.
  • Burleson & Co first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's Schwab US Broad Market ETF position peaked at $170K in Q2 2021.
  • 930 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.