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Claro Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Claro Advisors’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
Q4 		– Sell
-9,069
Closed -$201K – 536
2024
Q3 		$201K Buy
+9,069
New +$194K 0.03% 489
2022
Q4 		– Sell
-33,654
Closed -$496K – 349
2022
Q3 		$496K Hold
33,654
– – 0.2% 128
2022
Q2 		$496K Buy
33,654
+16,818
+100% +$270K 0.2% 128
2022
Q1 		$634K Sell
16,836
-16,836
-50% -$296K 0.23% 122
2021
Q4 		$634K Hold
33,672
– – 0.23% 122
2021
Q3 		$583K Hold
33,672
– – 0.25% 118
2021
Q2 		$585K Buy
33,672
+18
+0.1% +$305 0.26% 108
2021
Q1 		$542K Sell
33,654
-306
-0.9% -$4.82K 0.27% 103
2020
Q4 		$515K Sell
33,960
-384
-1% -$5.47K 0.27% 106
2020
Q3 		$456K Buy
+34,344
New +$452K 0.29% 104

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
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

Claro Advisors's SCHB Position: Q4 2024 in Review

Claro Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 9,069 shares — an estimated $201K sold.

Claro Advisors first reported a position in SCHB in Q3 2020 and held it in 10 quarters. The position peaked at $634K in Q1 2022. 1,179 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Claro Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 9,069 Schwab US Broad Market ETF shares in Q4 2024, an estimated $201K.
  • Claro Advisors first reported a position in Schwab US Broad Market ETF in Q3 2020 and held it in 10 quarters.
  • Claro Advisors's Schwab US Broad Market ETF position peaked at $634K in Q1 2022.
  • 1,179 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.