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Clio Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Clio Asset Management’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
-15
Closed -$333 – 17
2024
Q3 		$333 Buy
+15
New +$320 ﹤0.01% 14

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R
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SCM
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EK
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HCM
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SG
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BFG
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Clio Asset Management's SCHB Position: Q4 2024 in Review

Clio Asset Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 15 shares — an estimated $333 sold.

Clio Asset Management first reported a position in SCHB in Q3 2024 and held it in 1 quarter. The position peaked at $333 in Q3 2024. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Clio Asset Management reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Clio Asset Management sold 15 Schwab US Broad Market ETF shares in Q4 2024, an estimated $333.
  • Clio Asset Management first reported a position in Schwab US Broad Market ETF in Q3 2024 and held it in 1 quarter.
  • Clio Asset Management's Schwab US Broad Market ETF position peaked at $333 in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Clio Asset Management's 13F filing for Q4 2024, filed 22 Jan 2025.