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Capasso Planning Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Capasso Planning Partners’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
Q1 		– Sell
-15,732
Closed -$235K – 106
2022
Q4 		$235K Buy
15,732
+3
+0% +$45 0.15% 83
2022
Q3 		$220K Buy
15,729
+3
+0% +$47 0.15% 80
2022
Q2 		$232K Sell
15,726
-426
-3% -$6.84K 0.16% 74
2022
Q1 		$287K Buy
16,152
+5,508
+52% +$96.7K 0.2% 69
2021
Q4 		$200K Buy
+10,644
New +$196K 0.15% 76

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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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

Capasso Planning Partners's SCHB Position: Q1 2023 in Review

Capasso Planning Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 15,732 shares — an estimated $235K sold.

Capasso Planning Partners first reported a position in SCHB in Q4 2021 and held it in 5 quarters. The position peaked at $287K in Q1 2022. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Capasso Planning Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Capasso Planning Partners sold 15,732 Schwab US Broad Market ETF shares in Q1 2023, an estimated $235K.
  • Capasso Planning Partners first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 5 quarters.
  • Capasso Planning Partners's Schwab US Broad Market ETF position peaked at $287K in Q1 2022.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Capasso Planning Partners's 13F filing for Q1 2023, filed 2 May 2023.