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Clear Perspectives Financial Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$16.4K Hold
1,026
– – 0.01% 120
2022
Q4 		$15.3K Sell
1,026
-765
-43% -$11.5K 0.01% 134
2022
Q3 		$25K Buy
+1,791
New +$27.9K 0.01% 114

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 $1.76B AUM 18.21% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Clear Perspectives Financial Planning's SCHB Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2023 at 1,026 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #120.

Clear Perspectives Financial Planning first reported a position in SCHB in Q3 2022 and has held it in 3 quarters since. The position peaked at $25K in Q3 2022. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Clear Perspectives Financial Planning held 1,026 shares of Schwab US Broad Market ETF worth $16.4K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Schwab US Broad Market ETF share count unchanged in Q1 2023.
  • Schwab US Broad Market ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #120 holding.
  • Clear Perspectives Financial Planning first reported a position in Schwab US Broad Market ETF in Q3 2022 and has held it in 3 quarters since.
  • Clear Perspectives Financial Planning's Schwab US Broad Market ETF position peaked at $25K in Q3 2022.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.