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Capital Square’s Schwab US Broad Market ETF SCHB Stock Holding History

Capital Square’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
Q1 		– Sell
-11,154
Closed -$206K – 165
2021
Q4 		$206K Buy
+11,154
New +$205K 0.14% 139
2020
Q2 		– Sell
-11,028
Closed -$111K – 253
2020
Q1 		$111K Buy
+11,028
New +$133K 0.13% 143

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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Capital Square's SCHB Position: Q1 2022 in Review

Capital Square sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 11,154 shares — an estimated $206K sold.

Capital Square first reported a position in SCHB in Q1 2020 and held it in 2 quarters. The position peaked at $206K in Q4 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Capital Square reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • Capital Square sold 11,154 Schwab US Broad Market ETF shares in Q1 2022, an estimated $206K.
  • Capital Square first reported a position in Schwab US Broad Market ETF in Q1 2020 and held it in 2 quarters.
  • Capital Square's Schwab US Broad Market ETF position peaked at $206K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Capital Square's 13F filing for Q1 2022, filed 9 May 2022.