Capital Directions Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Capital Directions Investment Advisors’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 Q4	$20.6K	Buy	+1,380	New	+$20.7K	0.01%	175
2022 Q3	–	Sell	-1,734	Closed	-$27K	–	147
2022 Q2	$26K	Hold	1,734	–	–	0.01%	162
2022 Q1	$31K	Buy	+1,734	New	+$30.4K	0.01%	172
2021 Q4	–	Sell	-1,122	Closed	-$19K	–	187
2021 Q3	$19K	Buy	1,122 +42	+4%	+$747	0.01%	202
2021 Q2	$19K	Buy	+1,080	New	+$18.3K	0.01%	176
2019 Q4	–	Sell	-3,210	Closed	-$38K	–	245
2019 Q3	$38K	Buy	+3,210	New	+$37.9K	0.01%	148
2018 Q2	–	Sell	-13,500	Closed	-$144K	–	172
2018 Q1	$144K	Hold	13,500	–	–	0.05%	49
2017 Q4	$145K	Hold	13,500	–	–	0.05%	48
2017 Q3	$137K	Buy	+13,500	New	+$134K	0.04%	49
2016 Q1	–	Sell	-1,350	Closed	-$11K	–	63
2015 Q4	$11K	Hold	1,350	–	–	﹤0.01%	68
2015 Q3	$10K	Hold	1,350	–	–	﹤0.01%	56
2015 Q2	$11K	Hold	1,350	–	–	﹤0.01%	54
2015 Q1	$12K	Hold	1,350	–	–	﹤0.01%	72
2014 Q4	$11K	Hold	1,350	–	–	﹤0.01%	67
2014 Q3	$11K	Hold	1,350	–	–	﹤0.01%	66
2014 Q2	$11K	Hold	1,350	–	–	﹤0.01%	61
2014 Q1	$10K	Hold	1,350	–	–	﹤0.01%	55
2013 Q4	$10K	Hold	1,350	–	–	﹤0.01%	55
2013 Q3	$9K	Hold	1,350	–	–	﹤0.01%	55
2013 Q2	$9K	Buy	+1,350	New	+$8.77K	﹤0.01%	59

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Capital Directions Investment Advisors's SCHB Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q4 2022: 1,380 shares worth $20.6K. The stake represents 0.01% of the portfolio and ranks #175 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SCHB as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SCHB in Q2 2013 and has held it in 20 quarters since. The position peaked at $145K in Q4 2017. 930 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

Capital Directions Investment Advisors held 1,380 shares of Schwab US Broad Market ETF worth $20.6K as of Q4 2022.
Schwab US Broad Market ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Schwab US Broad Market ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #175 holding.
Capital Directions Investment Advisors first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 20 quarters since.
Capital Directions Investment Advisors's Schwab US Broad Market ETF position peaked at $145K in Q4 2017.
930 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.