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

Connectus Wealth’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
2024
Q1 		$1.34M Buy
65,658
+4,020
+7% +$77.8K 0.04% 218
2023
Q4 		$1.14M Sell
61,638
-570
-0.9% -$9.85K 0.02% 319
2023
Q3 		$1.03M Sell
62,208
-1,917
-3% -$33.2K 0.02% 310
2023
Q2 		$1.11M Sell
64,125
-8,430
-12% -$137K 0.03% 273
2023
Q1 		$1.16M Hold
72,555
– – 0.03% 273
2022
Q4 		$1.08M Buy
72,555
+6,732
+10% +$101K 0.03% 279
2022
Q3 		$921K Buy
65,823
+3,249
+5% +$50.5K 0.02% 344
2022
Q2 		$922K Buy
+62,574
New +$1M 0.02% 284

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Connectus Wealth's SCHB Position: Q1 2024 in Review

Connectus Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 6.5% in Q1 2024, buying an estimated $77.8K and bringing the position to 65,658 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #218.

Connectus Wealth first reported a position in SCHB in Q2 2022 and has held it in 8 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Connectus Wealth held 65,658 shares of Schwab US Broad Market ETF worth $1.34M as of Q1 2024.
  • Connectus Wealth bought 4,020 Schwab US Broad Market ETF shares in Q1 2024, an estimated $77.8K.
  • Schwab US Broad Market ETF made up 0.04% of Connectus Wealth's portfolio in Q1 2024, its #218 holding.
  • Connectus Wealth first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 8 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.