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Castle Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-405
Closed -$6K – 525
2022
Q3 		$6K Sell
405
-18
-4% -$280 ﹤0.01% 489
2022
Q2 		$6K Buy
+423
New +$6.79K ﹤0.01% 471

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SCM
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EK
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R
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HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Castle Wealth Management's SCHB Position: Q4 2022 in Review

Castle Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2022, closing a stake of 405 shares — an estimated $6K sold.

Castle Wealth Management first reported a position in SCHB in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

  • Castle Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 405 Schwab US Broad Market ETF shares in Q4 2022, an estimated $6K.
  • Castle Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Schwab US Broad Market ETF position peaked at $6K in Q3 2022.
  • 929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.