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Comerica Securities’s Schwab US Broad Market ETF SCHB Stock Holding History

Comerica Securities’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 		– Sell
-276
Closed -$4.12K – 1228
2022
Q4 		$4.12K Buy
+276
New +$4.15K ﹤0.01% 1148

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $3.94B AUM 18.64% 1-Year Est. Return

Comerica Securities's SCHB Position: Q1 2023 in Review

Comerica Securities sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 276 shares — an estimated $4.12K sold.

Comerica Securities first reported a position in SCHB in Q4 2022 and held it in 1 quarter. The position peaked at $4.12K in Q4 2022. 924 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Comerica Securities reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Comerica Securities sold 276 Schwab US Broad Market ETF shares in Q1 2023, an estimated $4.12K.
  • Comerica Securities first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 1 quarter.
  • Comerica Securities's Schwab US Broad Market ETF position peaked at $4.12K in Q4 2022.
  • 924 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.