C2C Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

C2C 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
2023 Q4	–	Sell	-13,794	Closed	-$228K	–	205
2023 Q3	$228K	Buy	13,794 +6	+0%	+$104	0.03%	214
2023 Q2	$243K	Buy	13,788 +9	+0.1%	+$147	0.03%	218
2023 Q1	$219K	Buy	13,779 +6	+0%	+$94	0.04%	220
2022 Q4	$211K	Buy	13,773 +9	+0.1%	+$135	0.04%	160
2022 Q3	$204K	Buy	13,764 +9	+0.1%	+$140	0.04%	160
2022 Q2	$211K	Buy	13,755 +9	+0.1%	+$144	0.04%	171
2022 Q1	$241K	Hold	13,746	–	–	0.04%	178
2021 Q4	$259K	Buy	+13,746	New	+$253K	0.04%	183

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

C2C Wealth Management's SCHB Position: Q4 2023 in Review

C2C Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 13,794 shares — an estimated $228K sold.

C2C Wealth Management first reported a position in SCHB in Q4 2021 and held it in 8 quarters. The position peaked at $259K in Q4 2021. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

C2C Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 13,794 Schwab US Broad Market ETF shares in Q4 2023, an estimated $228K.
C2C Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Schwab US Broad Market ETF position peaked at $259K in Q4 2021.
1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.