Coulter & Justus Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Coulter & Justus Financial Services’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 Q1	$205K	Buy	+10,095	New	+$195K	0.05%	91
2022 Q2	–	Sell	-6,075,435	Closed	-$108M	–	51
2022 Q1	$108M	Buy	+6,075,435	New	+$107M	37.98%	1

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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 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

Coulter & Justus Financial Services's SCHB Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2024: 10,095 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #91 among its holdings. This is a return to the name: Coulter & Justus Financial Services previously reported a position in SCHB as recently as Q1 2022.

Coulter & Justus Financial Services first reported a position in SCHB in Q1 2022 and has held it in 2 quarters since. The position peaked at $108M in Q1 2022. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

Coulter & Justus Financial Services held 10,095 shares of Schwab US Broad Market ETF worth $205K as of Q1 2024.
Schwab US Broad Market ETF was a new Coulter & Justus Financial Services position in Q1 2024.
Schwab US Broad Market ETF made up 0.05% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #91 holding.
Coulter & Justus Financial Services first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 2 quarters since.
Coulter & Justus Financial Services's Schwab US Broad Market ETF position peaked at $108M in Q1 2022.
1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.