Caliber Wealth Management (Utah)’s Schwab US Broad Market ETF SCHB Stock Holding History

Caliber Wealth Management (Utah)’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
2024 Q1	$584K	Buy	28,719 +87	+0.3%	+$1.68K	0.31%	50
2023 Q4	$531K	Buy	28,632 +120	+0.4%	+$2.07K	0.31%	49
2023 Q3	$474K	Buy	28,512 +108	+0.4%	+$1.87K	0.32%	49
2023 Q2	$489K	Buy	28,404 +4,605	+19%	+$75.1K	0.33%	50
2023 Q1	$380K	Buy	23,799 +90	+0.4%	+$1.41K	0.28%	52
2022 Q4	$354K	Sell	23,709 -189	-0.8%	-$2.84K	0.27%	66
2022 Q3	$334K	Hold	23,898	–	–	0.26%	58
2022 Q2	$352K	Buy	+23,898	New	+$384K	0.27%	57

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Caliber Wealth Management (Utah)'s SCHB Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Schwab US Broad Market ETF (SCHB) stake by 0.3% in Q1 2024, buying an estimated $1.68K and bringing the position to 28,719 shares worth $584K. The position accounts for 0.31% of the portfolio, ranked #50.

Caliber Wealth Management (Utah) first reported a position in SCHB in Q2 2022 and has held it in 8 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

Caliber Wealth Management (Utah) held 28,719 shares of Schwab US Broad Market ETF worth $584K as of Q1 2024.
Caliber Wealth Management (Utah) bought 87 Schwab US Broad Market ETF shares in Q1 2024, an estimated $1.68K.
Schwab US Broad Market ETF made up 0.31% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #50 holding.
Caliber Wealth Management (Utah) first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 8 quarters since.
1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.