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Charles Schwab Investment Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Charles Schwab 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
2024
Q2 		– Sell
-30,642
Closed -$624K – 76
2024
Q1 		$624K Buy
30,642
+639
+2% +$12.4K ﹤0.01% 66
2023
Q4 		$557K Sell
30,003
-2,049
-6% -$35.4K ﹤0.01% 68
2023
Q3 		$533K Buy
32,052
+1,410
+5% +$24.4K ﹤0.01% 68
2023
Q2 		$528K Sell
30,642
-2,940
-9% -$47.9K ﹤0.01% 72
2023
Q1 		$536K Buy
33,582
+10,908
+48% +$171K ﹤0.01% 73
2022
Q4 		$339K Sell
22,674
-273
-1% -$4.1K ﹤0.01% 79
2022
Q3 		$321K Buy
22,947
+2,088
+10% +$32.5K ﹤0.01% 84
2022
Q2 		$307K Sell
20,859
-7,641
-27% -$123K ﹤0.01% 78
2022
Q1 		$507K Buy
28,500
+3,462
+14% +$60.8K ﹤0.01% 66
2021
Q4 		$472K Sell
25,038
-20,034
-44% -$369K ﹤0.01% 67
2021
Q3 		$780K Buy
45,072
+31,704
+237% +$564K ﹤0.01% 58
2021
Q2 		$232K Buy
+13,368
New +$226K ﹤0.01% 82
2018
Q1 		– Sell
-19,410
Closed -$209K – 82
2017
Q4 		$209K Buy
+19,410
New +$204K ﹤0.01% 74

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
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 $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Charles Schwab Investment Advisory's SCHB Position: Q2 2024 in Review

Charles Schwab Investment Advisory sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 30,642 shares — an estimated $624K sold.

Charles Schwab Investment Advisory first reported a position in SCHB in Q4 2017 and held it in 13 quarters. The position peaked at $780K in Q3 2021. 1,081 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Charles Schwab Investment Advisory reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 30,642 Schwab US Broad Market ETF shares in Q2 2024, an estimated $624K.
  • Charles Schwab Investment Advisory first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 13 quarters.
  • Charles Schwab Investment Advisory's Schwab US Broad Market ETF position peaked at $780K in Q3 2021.
  • 1,081 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Charles Schwab Investment Advisory's 13F filing for Q2 2024.