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

Capital Wealth Planning’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 Q4	–	Sell	-139,044	Closed	-$2.41M	–	124
2021 Q3	$2.41M	Buy	+139,044	New	+$2.47M	0.07%	35
2020 Q2	–	Sell	-57,900	Closed	-$583K	–	180
2020 Q1	$583K	Sell	57,900 -5,352	-8%	-$64.8K	0.04%	114
2019 Q4	$810K	Buy	63,252 +6,438	+11%	+$79K	0.05%	95
2019 Q3	$680K	Buy	56,814 +4,584	+9%	+$54.2K	0.04%	115
2019 Q2	$614K	Buy	+52,230	New	+$603K	0.04%	114

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

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

Evergreen Advisors Chattanooga, Tennessee $426M AUM

Capital Wealth Planning's SCHB Position: Q4 2021 in Review

Capital Wealth Planning sold out of Schwab US Broad Market ETF (SCHB) in Q4 2021, closing a stake of 139,044 shares — an estimated $2.41M sold.

Capital Wealth Planning first reported a position in SCHB in Q2 2019 and held it in 5 quarters. The position peaked at $2.41M in Q3 2021. 894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

Capital Wealth Planning reported no remaining Schwab US Broad Market ETF position as of Q4 2021 after selling out during the quarter.
Capital Wealth Planning sold 139,044 Schwab US Broad Market ETF shares in Q4 2021, an estimated $2.41M.
Capital Wealth Planning first reported a position in Schwab US Broad Market ETF in Q2 2019 and held it in 5 quarters.
Capital Wealth Planning's Schwab US Broad Market ETF position peaked at $2.41M in Q3 2021.
894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Capital Wealth Planning's 13F filing for Q4 2021, filed 4 Feb 2022.