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Convergence Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Convergence Financial’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
Q3 		– Sell
-28,842
Closed -$425K – 24
2022
Q2 		$425K Hold
28,842
– – 0.44% 15
2022
Q1 		$513K Hold
28,842
– – 0.55% 13
2021
Q4 		$543K Buy
+28,842
New +$531K 0.56% 14

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SCM
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EK
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MFRM
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UBS AM
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SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
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HCM
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RPGK
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Convergence Financial's SCHB Position: Q3 2022 in Review

Convergence Financial sold out of Schwab US Broad Market ETF (SCHB) in Q3 2022, closing a stake of 28,842 shares — an estimated $425K sold.

Convergence Financial first reported a position in SCHB in Q4 2021 and held it in 3 quarters. The position peaked at $543K in Q4 2021. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • Convergence Financial reported no remaining Schwab US Broad Market ETF position as of Q3 2022 after selling out during the quarter.
  • Convergence Financial sold 28,842 Schwab US Broad Market ETF shares in Q3 2022, an estimated $425K.
  • Convergence Financial first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 3 quarters.
  • Convergence Financial's Schwab US Broad Market ETF position peaked at $543K in Q4 2021.
  • 855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Convergence Financial's 13F filing for Q3 2022, filed 23 Oct 2024.