Cranbrook Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Cranbrook Wealth Management’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	-19,146	Closed	-$286K	–	299
2022 Q4	$286K	Sell	19,146 -23,058	-55%	-$347K	0.08%	80
2022 Q3	$591K	Hold	42,204	–	–	0.15%	64
2022 Q2	$622K	Hold	42,204	–	–	0.16%	63
2022 Q1	$751K	Hold	42,204	–	–	0.16%	60
2021 Q4	$795K	Hold	42,204	–	–	0.17%	60
2021 Q3	$731K	Hold	42,204	–	–	0.17%	58
2021 Q2	$733K	Hold	42,204	–	–	0.17%	58
2021 Q1	$680K	Hold	42,204	–	–	0.16%	57
2020 Q4	$640K	Hold	42,204	–	–	0.16%	57
2020 Q3	$560K	Hold	42,204	–	–	0.16%	58
2020 Q2	$517K	Hold	42,204	–	–	0.16%	58
2020 Q1	$425K	Hold	42,204	–	–	0.14%	61
2019 Q4	$541K	Hold	42,204	–	–	0.15%	60
2019 Q3	$500K	Hold	42,204	–	–	0.14%	62
2019 Q2	$496K	Hold	42,204	–	–	0.14%	63
2019 Q1	$479K	Sell	42,204 -19,152	-31%	-$209K	0.15%	60
2018 Q4	$613K	Hold	61,356	–	–	0.22%	53
2018 Q3	$720K	Hold	61,356	–	–	0.25%	50
2018 Q2	$675K	Hold	61,356	–	–	0.26%	48
2018 Q1	$652K	Hold	61,356	–	–	0.26%	48
2017 Q4	$660K	Hold	61,356	–	–	0.26%	48
2017 Q3	$623K	Hold	61,356	–	–	0.26%	46
2017 Q2	$598K	Hold	61,356	–	–	0.26%	46
2017 Q1	$583K	Buy	61,356 +38,298	+166%	+$359K	0.27%	44
2016 Q4	$208K	Buy	+23,058	New	+$203K	0.1%	59

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

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

Cranbrook Wealth Management's SCHB Position: Q1 2023 in Review

Cranbrook Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 19,146 shares — an estimated $286K sold.

Cranbrook Wealth Management first reported a position in SCHB in Q4 2016 and held it in 25 quarters. The position peaked at $795K in Q4 2021. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

Cranbrook Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
Cranbrook Wealth Management sold 19,146 Schwab US Broad Market ETF shares in Q1 2023, an estimated $286K.
Cranbrook Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2016 and held it in 25 quarters.
Cranbrook Wealth Management's Schwab US Broad Market ETF position peaked at $795K in Q4 2021.
923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Cranbrook Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.