Concord Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-972	Closed	-$15.5K	–	1063
2023 Q1	$15.5K	Sell	972 -1,440	-60%	-$22.5K	﹤0.01%	530
2022 Q4	$36K	Buy	+2,412	New	+$36.2K	0.01%	425
2022 Q3	–	Sell	-3,573	Closed	-$53K	–	947
2022 Q2	$53K	Buy	3,573 +9	+0.3%	+$144	0.01%	364
2022 Q1	$63K	Buy	3,564 +6	+0.2%	+$105	0.02%	389
2021 Q4	$67K	Buy	3,558 +2,586	+266%	+$47.6K	0.02%	395
2021 Q3	$17K	Hold	972	–	–	0.01%	407
2021 Q2	$17K	Hold	972	–	–	﹤0.01%	542
2021 Q1	$16K	Hold	972	–	–	0.01%	513
2020 Q4	$15K	Buy	+972	New	+$13.8K	0.01%	334

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

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

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

HWM

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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Concord Wealth Partners's SCHB Position: Q2 2023 in Review

Concord Wealth Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2023, closing a stake of 972 shares — an estimated $15.5K sold.

Concord Wealth Partners first reported a position in SCHB in Q4 2020 and held it in 9 quarters. The position peaked at $67K in Q4 2021. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

Concord Wealth Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2023 after selling out during the quarter.
Concord Wealth Partners sold 972 Schwab US Broad Market ETF shares in Q2 2023, an estimated $15.5K.
Concord Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 9 quarters.
Concord Wealth Partners's Schwab US Broad Market ETF position peaked at $67K in Q4 2021.
945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on Concord Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.