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

Cassia Capital Partners’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
-12,414
Closed -$215K – 133
2021
Q3 		$215K Buy
+12,414
New +$221K 0.15% 93

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SG
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HCM
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EA
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Cassia Capital Partners's SCHB Position: Q4 2021 in Review

Cassia Capital Partners sold out of Schwab US Broad Market ETF (SCHB) in Q4 2021, closing a stake of 12,414 shares — an estimated $215K sold.

Cassia Capital Partners first reported a position in SCHB in Q3 2021 and held it in 1 quarter. The position peaked at $215K in Q3 2021. 894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

  • Cassia Capital Partners reported no remaining Schwab US Broad Market ETF position as of Q4 2021 after selling out during the quarter.
  • Cassia Capital Partners sold 12,414 Schwab US Broad Market ETF shares in Q4 2021, an estimated $215K.
  • Cassia Capital Partners first reported a position in Schwab US Broad Market ETF in Q3 2021 and held it in 1 quarter.
  • Cassia Capital Partners's Schwab US Broad Market ETF position peaked at $215K in Q3 2021.
  • 894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Cassia Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.