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Consolidated Portfolio Review Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Consolidated Portfolio Review Corp’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
Q2 		– Sell
-10,431
Closed -$212K – 311
2024
Q1 		$212K Buy
+10,431
New +$202K 0.06% 255
2023
Q4 		– Sell
-12,231
Closed -$203K – 326
2023
Q3 		$203K Sell
12,231
-3,222
-21% -$55.8K 0.05% 296
2023
Q2 		$266K Buy
15,453
+132
+0.9% +$2.15K 0.06% 256
2023
Q1 		$244K Buy
+15,321
New +$240K 0.07% 238

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 $1.94B AUM 22.01% 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 $901M AUM 21.04% 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

Consolidated Portfolio Review Corp's SCHB Position: Q2 2024 in Review

Consolidated Portfolio Review Corp sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 10,431 shares — an estimated $212K sold.

Consolidated Portfolio Review Corp first reported a position in SCHB in Q1 2023 and held it in 4 quarters. The position peaked at $266K in Q2 2023. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Consolidated Portfolio Review Corp reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 10,431 Schwab US Broad Market ETF shares in Q2 2024, an estimated $212K.
  • Consolidated Portfolio Review Corp first reported a position in Schwab US Broad Market ETF in Q1 2023 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's Schwab US Broad Market ETF position peaked at $266K in Q2 2023.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2024, filed 1 Aug 2024.