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Caldwell Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

Caldwell Trust’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
2021
Q3 		– Sell
-354
Closed -$6.15K – 751
2021
Q2 		$6.15K Buy
+354
New +$5.99K ﹤0.01% 671

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Caldwell Trust's SCHB Position: Q3 2021 in Review

Caldwell Trust sold out of Schwab US Broad Market ETF (SCHB) in Q3 2021, closing a stake of 354 shares — an estimated $6.15K sold.

Caldwell Trust first reported a position in SCHB in Q2 2021 and held it in 1 quarter. The position peaked at $6.15K in Q2 2021. 777 funds tracked by Wall St. Rank hold SCHB as of Q3 2021.

  • Caldwell Trust reported no remaining Schwab US Broad Market ETF position as of Q3 2021 after selling out during the quarter.
  • Caldwell Trust sold 354 Schwab US Broad Market ETF shares in Q3 2021, an estimated $6.15K.
  • Caldwell Trust first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 1 quarter.
  • Caldwell Trust's Schwab US Broad Market ETF position peaked at $6.15K in Q2 2021.
  • 777 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2021.

Based on Caldwell Trust's 13F filing for Q3 2021, filed 2 Oct 2025.