CPC
SCHB icon

Cookson Peirce & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Cookson Peirce & Co’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
Q3 		– Sell
-17,361
Closed -$299K – 230
2023
Q2 		$299K Hold
17,361
– – 0.02% 179
2023
Q1 		$277K Buy
+17,361
New +$271K 0.02% 178

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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Cookson Peirce & Co's SCHB Position: Q3 2023 in Review

Cookson Peirce & Co sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 17,361 shares — an estimated $299K sold.

Cookson Peirce & Co first reported a position in SCHB in Q1 2023 and held it in 2 quarters. The position peaked at $299K in Q2 2023. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Cookson Peirce & Co reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Cookson Peirce & Co sold 17,361 Schwab US Broad Market ETF shares in Q3 2023, an estimated $299K.
  • Cookson Peirce & Co first reported a position in Schwab US Broad Market ETF in Q1 2023 and held it in 2 quarters.
  • Cookson Peirce & Co's Schwab US Broad Market ETF position peaked at $299K in Q2 2023.
  • 939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Cookson Peirce & Co's 13F filing for Q3 2023, filed 7 Nov 2023.