Colton Groome Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Colton Groome Financial 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
2023 Q4	–	Sell	-19,434	Closed	-$323K	–	128
2023 Q3	$323K	Hold	19,434	–	–	0.16%	85
2023 Q2	$335K	Sell	19,434 -927	-5%	-$15.1K	0.16%	90
2023 Q1	$325K	Sell	20,361 -1,953	-9%	-$30.5K	0.15%	101
2022 Q4	$333K	Hold	22,314	–	–	0.16%	96
2022 Q3	$312K	Sell	22,314 -3,462	-13%	-$53.9K	0.16%	80
2022 Q2	$380K	Hold	25,776	–	–	0.19%	64
2022 Q1	$459K	Hold	25,776	–	–	0.21%	60
2021 Q4	$485K	Hold	25,776	–	–	0.2%	78
2021 Q3	$446K	Sell	25,776 -618	-2%	-$11K	0.19%	72
2021 Q2	$459K	Buy	+26,394	New	+$447K	0.21%	70

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Colton Groome Financial Advisors's SCHB Position: Q4 2023 in Review

Colton Groome Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 19,434 shares — an estimated $323K sold.

Colton Groome Financial Advisors first reported a position in SCHB in Q2 2021 and held it in 10 quarters. The position peaked at $485K in Q4 2021. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

Colton Groome Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 19,434 Schwab US Broad Market ETF shares in Q4 2023, an estimated $323K.
Colton Groome Financial Advisors first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 10 quarters.
Colton Groome Financial Advisors's Schwab US Broad Market ETF position peaked at $485K in Q4 2021.
1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.