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Carson Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Carson Advisory’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
Q2 		– Sell
-10,344
Closed -$211K – 179
2024
Q1 		$211K Sell
10,344
-558
-5% -$10.8K 0.15% 158
2023
Q4 		$202K Buy
+10,902
New +$188K 0.16% 149
2022
Q1 		– Sell
-10,800
Closed -$203K – 142
2021
Q4 		$203K Buy
+10,800
New +$199K 0.21% 127

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Carson Advisory's SCHB Position: Q2 2024 in Review

Carson Advisory sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 10,344 shares — an estimated $211K sold.

Carson Advisory first reported a position in SCHB in Q4 2021 and held it in 3 quarters. The position peaked at $211K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Carson Advisory reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Carson Advisory sold 10,344 Schwab US Broad Market ETF shares in Q2 2024, an estimated $211K.
  • Carson Advisory first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 3 quarters.
  • Carson Advisory's Schwab US Broad Market ETF position peaked at $211K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Carson Advisory's 13F filing for Q2 2024, filed 7 Aug 2024.