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

Column Capital 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 Q3	$15.1M	Buy	908,646 +43,227	+5%	+$748K	2.22%	12
2023 Q2	$14.9M	Buy	865,419 +54	+0%	+$880	2.1%	13
2023 Q1	$13.8M	Buy	865,365 +549	+0.1%	+$8.58K	2.06%	13
2022 Q4	$12.9M	Buy	864,816 +123,105	+17%	+$1.85M	2.14%	12
2022 Q3	$10.4M	Sell	741,711 -102,621	-12%	-$1.6M	2.15%	12
2022 Q2	$12.4M	Sell	844,332 -261	-0%	-$4.19K	2.38%	12
2022 Q1	$15M	Buy	844,593 +104,349	+14%	+$1.83M	2.75%	10
2021 Q4	$13.9M	Buy	740,244 +3,780	+0.5%	+$69.5K	2.69%	9
2021 Q3	$12.7M	Buy	736,464 +36	+0%	+$640	2.68%	9
2021 Q2	$12.8M	Buy	736,428 +30	+0%	+$508	2.69%	10
2021 Q1	$11.9M	Buy	736,398 +732,912	+21,024%	+$11.6M	2.65%	10
2020 Q4	$53K	Buy	3,486 +6	+0.2%	+$85	0.01%	260
2020 Q3	$46K	Buy	3,480 +12	+0.3%	+$158	0.01%	261
2020 Q2	$42K	Buy	3,468 +6	+0.2%	+$69	0.01%	278
2020 Q1	$35K	Buy	3,462 +1,392	+67%	+$16.8K	0.01%	246
2019 Q4	$26K	Buy	+2,070	New	+$25.4K	0.01%	331

Other funds holding SCHB

Wealthfront Advisers

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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM