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Core Wealth Advisors (Florida)’s Schwab US Broad Market ETF SCHB Stock Holding History

Core Wealth Advisors (Florida)’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
-1,335
Closed -$27.2K – 206
2024
Q1 		$27.2K Hold
1,335
– – 0.01% 130
2023
Q4 		$24.8K Hold
1,335
– – 0.01% 126
2023
Q3 		$22.2K Hold
1,335
– – 0.01% 107
2023
Q2 		$23K Hold
1,335
– – 0.01% 106
2023
Q1 		$21.3K Hold
1,335
– – 0.01% 109
2022
Q4 		$19.9K Buy
1,335
+195
+17% +$2.93K 0.01% 116
2022
Q3 		$16K Sell
1,140
-3,600
-76% -$56K 0.01% 113
2022
Q2 		$70K Buy
4,740
+4,170
+732% +$66.9K 0.04% 58
2022
Q1 		$10K Hold
570
– – 0.01% 146
2021
Q4 		$11K Hold
570
– – 0.01% 153
2021
Q3 		$10K Hold
570
– – 0.01% 135
2021
Q2 		$10K Hold
570
– – 0.01% 128
2021
Q1 		$9K Hold
570
– – 0.01% 119
2020
Q4 		$9K Hold
570
– – 0.01% 119
2020
Q3 		$8K Hold
570
– – 0.01% 110
2020
Q2 		$7K Hold
570
– – 0.01% 97
2020
Q1 		$6K Hold
570
– – ﹤0.01% 99
2019
Q4 		$7K Buy
+570
New +$6.99K ﹤0.01% 93

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

Core Wealth Advisors (Florida)'s SCHB Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 1,335 shares — an estimated $27.2K sold.

Core Wealth Advisors (Florida) first reported a position in SCHB in Q4 2019 and held it in 18 quarters. The position peaked at $70K in Q2 2022. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 1,335 Schwab US Broad Market ETF shares in Q2 2024, an estimated $27.2K.
  • Core Wealth Advisors (Florida) first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 18 quarters.
  • Core Wealth Advisors (Florida)'s Schwab US Broad Market ETF position peaked at $70K in Q2 2022.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.