CAN
SCHB icon

Cetera Advisor Networks’s Schwab US Broad Market ETF SCHB Stock Holding History

Cetera Advisor Networks’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
Q1 		$6.82M Buy
335,070
+69,723
+26% +$1.35M 0.03% 505
2023
Q4 		$4.92M Buy
265,347
+44,772
+20% +$773K 0.03% 583
2023
Q3 		$3.67M Buy
220,575
+30,204
+16% +$523K 0.02% 654
2023
Q2 		$3.28M Buy
190,371
+75,669
+66% +$1.23M 0.02% 669
2023
Q1 		$1.83M Buy
114,702
+16,647
+17% +$260K 0.01% 885
2022
Q4 		$1.46M Buy
98,055
+6,885
+8% +$103K 0.01% 964
2022
Q3 		$1.28M Buy
91,170
+396
+0.4% +$6.16K 0.02% 766
2022
Q2 		$1.34M Buy
90,774
+5,889
+7% +$94.5K 0.02% 753
2022
Q1 		$1.51M Buy
84,885
+20,505
+32% +$360K 0.02% 736
2021
Q4 		$1.21M Sell
64,380
-12,120
-16% -$223K 0.01% 816
2021
Q3 		$1.32M Buy
76,500
+738
+1% +$13.1K 0.02% 720
2021
Q2 		$1.32M Buy
75,762
+29,832
+65% +$505K 0.02% 701
2021
Q1 		$740K Buy
45,930
+8,898
+24% +$140K 0.02% 702
2020
Q4 		$562K Sell
37,032
-6,198
-14% -$88.3K 0.01% 741
2020
Q3 		$574K Sell
43,230
-1,602
-4% -$21.1K 0.01% 658
2020
Q2 		$549K Sell
44,832
-22,356
-33% -$258K 0.01% 661
2020
Q1 		$677K Buy
67,188
+18,954
+39% +$229K 0.02% 510
2019
Q4 		$619K Buy
48,234
+8,094
+20% +$99.3K 0.02% 658
2019
Q3 		$476K Buy
40,140
+4,968
+14% +$58.7K 0.01% 720
2019
Q2 		$414K Buy
35,172
+8,364
+31% +$96.6K 0.01% 759
2019
Q1 		$304K Buy
26,808
+2,208
+9% +$24.1K 0.01% 867
2018
Q4 		$247K Buy
24,600
+5,466
+29% +$59.1K 0.01% 846
2018
Q3 		$224K Buy
+19,134
New +$221K 0.01% 993
2018
Q2 		– Sell
-23,382
Closed -$250K – 904
2018
Q1 		$250K Buy
23,382
+24
+0.1% +$264 0.01% 733
2017
Q4 		$251K Buy
23,358
+150
+0.6% +$1.57K 0.01% 811
2017
Q3 		$233K Buy
+23,208
New +$230K 0.01% 772

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cetera Advisor Networks's SCHB Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab US Broad Market ETF (SCHB) stake by 26% in Q1 2024, buying an estimated $1.35M and bringing the position to 335,070 shares worth $6.82M. The position accounts for 0.03% of the portfolio, ranked #505.

Cetera Advisor Networks first reported a position in SCHB in Q3 2017 and has held it in 26 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Cetera Advisor Networks held 335,070 shares of Schwab US Broad Market ETF worth $6.82M as of Q1 2024.
  • Cetera Advisor Networks bought 69,723 Schwab US Broad Market ETF shares in Q1 2024, an estimated $1.35M.
  • Schwab US Broad Market ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #505 holding.
  • Cetera Advisor Networks first reported a position in Schwab US Broad Market ETF in Q3 2017 and has held it in 26 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.