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

Cadence 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 		– Sell
-14,679
Closed -$261K – 37
2022
Q1 		$261K Sell
14,679
-4,521
-24% -$79.4K 0.2% 30
2021
Q4 		$362K Sell
19,200
-3,378
-15% -$62.1K 0.4% 20
2021
Q3 		$391K Sell
22,578
-1,428
-6% -$25.4K 0.44% 19
2021
Q2 		$417K Sell
24,006
-2,742
-10% -$46.4K 0.35% 24
2021
Q1 		$431K Buy
+26,748
New +$422K 0.39% 21

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

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

Cadence Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 14,679 shares — an estimated $261K sold.

Cadence Wealth Management first reported a position in SCHB in Q1 2021 and held it in 5 quarters. The position peaked at $431K in Q1 2021. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • Cadence Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • Cadence Wealth Management sold 14,679 Schwab US Broad Market ETF shares in Q2 2022, an estimated $261K.
  • Cadence Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2021 and held it in 5 quarters.
  • Cadence Wealth Management's Schwab US Broad Market ETF position peaked at $431K in Q1 2021.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

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