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Confluence Wealth Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Confluence Wealth Services’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
-786
Closed -$14K – 981
2021
Q4 		$14K Buy
+786
New +$14.5K ﹤0.01% 827

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Confluence Wealth Services's SCHB Position: Q1 2022 in Review

Confluence Wealth Services sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 786 shares — an estimated $14K sold.

Confluence Wealth Services first reported a position in SCHB in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Confluence Wealth Services reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 786 Schwab US Broad Market ETF shares in Q1 2022, an estimated $14K.
  • Confluence Wealth Services first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Schwab US Broad Market ETF position peaked at $14K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.