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Carmichael Hill & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Carmichael Hill & Associates’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
Q3 		$11.3M Buy
510,363
+9,774
+2% +$209K 4.01% 3
2024
Q2 		$10.5M Buy
500,589
+5,646
+1% +$114K 4.11% 3
2024
Q1 		$10.1M Buy
494,943
+5,337
+1% +$103K 3.98% 3
2023
Q4 		$9.09M Buy
489,606
+21,417
+5% +$370K 3.76% 3
2023
Q3 		$7.78M Buy
468,189
+3,879
+0.8% +$67.1K 3.58% 3
2023
Q2 		$8M Sell
464,310
-24,837
-5% -$405K 3.58% 3
2023
Q1 		$7.8M Sell
489,147
-1,008
-0.2% -$15.8K 3.76% 3
2022
Q4 		$7.32M Sell
490,155
-16,629
-3% -$250K 3.75% 3
2022
Q3 		$7.09M Buy
506,784
+15,087
+3% +$235K 3.82% 3
2022
Q2 		$7.24M Buy
491,697
+9,885
+2% +$159K 3.8% 3
2022
Q1 		$8.57M Buy
481,812
+6,144
+1% +$108K 3.95% 3
2021
Q4 		$8.96M Buy
475,668
+9,246
+2% +$170K 4.02% 3
2021
Q3 		$8.07M Buy
466,422
+7,494
+2% +$133K 4.01% 3
2021
Q2 		$7.97M Buy
458,928
+3,684
+0.8% +$62.3K 4.05% 3
2021
Q1 		$7.34M Sell
455,244
-3,024
-0.7% -$47.7K 4.04% 3
2020
Q4 		$6.95M Buy
458,268
+8,214
+2% +$117K 4.09% 3
2020
Q3 		$5.97M Buy
450,054
+11,394
+3% +$150K 3.97% 3
2020
Q2 		$5.37M Sell
438,660
-10,260
-2% -$118K 3.95% 3
2020
Q1 		$4.52M Buy
448,920
+6,774
+2% +$82K 3.96% 3
2019
Q4 		$5.67M Buy
442,146
+56,010
+15% +$687K 4.02% 2
2019
Q3 		$4.57M Sell
386,136
-4,422
-1% -$52.2K 4.51% 3
2019
Q2 		$4.59M Buy
390,558
+12,324
+3% +$142K 4.55% 3
2019
Q1 		$4.29M Sell
378,234
-9,300
-2% -$102K 4.44% 3
2018
Q4 		$3.87M Buy
387,534
+11,610
+3% +$126K 4.41% 2
2018
Q3 		$4.41M Buy
375,924
+32,550
+9% +$375K 4.26% 3
2018
Q2 		$3.78M Buy
343,374
+13,668
+4% +$149K 4.06% 3
2018
Q1 		$3.5M Buy
329,706
+12,936
+4% +$142K 3.83% 4
2017
Q4 		$3.41M Buy
+316,770
New +$3.32M 3.73% 4

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Carmichael Hill & Associates's SCHB Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Schwab US Broad Market ETF (SCHB) stake by 2% in Q3 2024, buying an estimated $209K and bringing the position to 510,363 shares worth $11.3M. The position accounts for 4.01% of the portfolio, ranked #3.

Carmichael Hill & Associates first reported a position in SCHB in Q4 2017 and has held it in 28 quarters since. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Carmichael Hill & Associates held 510,363 shares of Schwab US Broad Market ETF worth $11.3M as of Q3 2024.
  • Carmichael Hill & Associates bought 9,774 Schwab US Broad Market ETF shares in Q3 2024, an estimated $209K.
  • Schwab US Broad Market ETF made up 4.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #3 holding.
  • Carmichael Hill & Associates first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 28 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.