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Comprehensive Financial Consultants Institutional’s Schwab US Broad Market ETF SCHB Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-1,800
Closed -$31K – 425
2021
Q4 		$31K Buy
+1,800
New +$33.1K 0.02% 271

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EK
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HP
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SG
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RPGK
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CC
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CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's SCHB Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 1,800 shares — an estimated $31K sold.

Comprehensive Financial Consultants Institutional first reported a position in SCHB in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 1,800 Schwab US Broad Market ETF shares in Q1 2022, an estimated $31K.
  • Comprehensive Financial Consultants Institutional first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Schwab US Broad Market ETF position peaked at $31K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.