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Certuity’s Schwab US Broad Market ETF SCHB Stock Holding History

Certuity’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
-21,225
Closed -$297K – 229
2022
Q3 		$297K Buy
21,225
+36
+0.2% +$560 0.07% 132
2022
Q2 		$312K Sell
21,189
-522
-2% -$8.38K 0.08% 143
2022
Q1 		$386K Buy
21,711
+8,283
+62% +$145K 0.08% 164
2021
Q4 		$253K Hold
13,428
– – 0.05% 242
2021
Q3 		$232K Hold
13,428
– – 0.05% 330
2021
Q2 		$233K Hold
13,428
– – 0.05% 286
2021
Q1 		$216K Hold
13,428
– – 0.06% 276
2020
Q4 		$204K Buy
+13,428
New +$191K 0.07% 219

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
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

Certuity's SCHB Position: Q4 2022 in Review

Certuity sold out of Schwab US Broad Market ETF (SCHB) in Q4 2022, closing a stake of 21,225 shares — an estimated $297K sold.

Certuity first reported a position in SCHB in Q4 2020 and held it in 8 quarters. The position peaked at $386K in Q1 2022. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

  • Certuity reported no remaining Schwab US Broad Market ETF position as of Q4 2022 after selling out during the quarter.
  • Certuity sold 21,225 Schwab US Broad Market ETF shares in Q4 2022, an estimated $297K.
  • Certuity first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 8 quarters.
  • Certuity's Schwab US Broad Market ETF position peaked at $386K in Q1 2022.
  • 929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Certuity's 13F filing for Q4 2022, filed 13 Feb 2023.