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CoreFirst Bank & Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

CoreFirst Bank & Trust’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
Q1 		– Sell
-774
Closed -$11.6K – 383
2022
Q4 		$11.6K Buy
+774
New +$11.6K 0.01% 324

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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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

CoreFirst Bank & Trust's SCHB Position: Q1 2023 in Review

CoreFirst Bank & Trust sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 774 shares — an estimated $11.6K sold.

CoreFirst Bank & Trust first reported a position in SCHB in Q4 2022 and held it in 1 quarter. The position peaked at $11.6K in Q4 2022. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • CoreFirst Bank & Trust reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 774 Schwab US Broad Market ETF shares in Q1 2023, an estimated $11.6K.
  • CoreFirst Bank & Trust first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 1 quarter.
  • CoreFirst Bank & Trust's Schwab US Broad Market ETF position peaked at $11.6K in Q4 2022.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2023, filed 15 May 2023.