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Cary Street Partners Investment Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Cary Street Partners Investment 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
2023
Q4 		– Sell
-540
Closed -$8.97K – 1598
2023
Q3 		$8.97K Buy
+540
New +$9.35K ﹤0.01% 1325

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Cary Street Partners Investment Advisory's SCHB Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 540 shares — an estimated $8.97K sold.

Cary Street Partners Investment Advisory first reported a position in SCHB in Q3 2023 and held it in 1 quarter. The position peaked at $8.97K in Q3 2023. 1,036 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 540 Schwab US Broad Market ETF shares in Q4 2023, an estimated $8.97K.
  • Cary Street Partners Investment Advisory first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Schwab US Broad Market ETF position peaked at $8.97K in Q3 2023.
  • 1,036 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.