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Credit Suisse’s Schwab US Broad Market ETF SCHB Stock Holding History

Credit Suisse’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
2022
Q3 		– Sell
-27,102
Closed -$399K – 4255
2022
Q2 		$399K Sell
27,102
-2,496
-8% -$40.1K ﹤0.01% 2982
2022
Q1 		$527K Sell
29,598
-186
-0.6% -$3.27K ﹤0.01% 2940
2021
Q4 		$561K Buy
29,784
+684
+2% +$12.6K ﹤0.01% 3736
2021
Q3 		$504K Sell
29,100
-6,432
-18% -$114K ﹤0.01% 3790
2021
Q2 		$617K Buy
35,532
+4,890
+16% +$82.8K ﹤0.01% 3709
2021
Q1 		$494K Buy
30,642
+11,574
+61% +$182K ﹤0.01% 3774
2020
Q4 		$289K Buy
+19,068
New +$272K ﹤0.01% 3997

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Credit Suisse's SCHB Position: Q3 2022 in Review

Credit Suisse sold out of Schwab US Broad Market ETF (SCHB) in Q3 2022, closing a stake of 27,102 shares — an estimated $399K sold.

Credit Suisse first reported a position in SCHB in Q4 2020 and held it in 7 quarters. The position peaked at $617K in Q2 2021. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • Credit Suisse reported no remaining Schwab US Broad Market ETF position as of Q3 2022 after selling out during the quarter.
  • Credit Suisse sold 27,102 Schwab US Broad Market ETF shares in Q3 2022, an estimated $399K.
  • Credit Suisse first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 7 quarters.
  • Credit Suisse's Schwab US Broad Market ETF position peaked at $617K in Q2 2021.
  • 855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Credit Suisse's 13F filing for Q3 2022, filed 10 Nov 2022.