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

Curi 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 Q4	–	Sell	-35,739	Closed	-$594K	–	167
2023 Q3	$594K	Sell	35,739 -8,016	-18%	-$139K	0.09%	77
2023 Q2	$754K	Sell	43,755 -1,206	-3%	-$19.7K	0.1%	83
2023 Q1	$717K	Sell	44,961 -11,145	-20%	-$174K	0.1%	89
2022 Q4	$838K	Sell	56,106 -1,497	-3%	-$22.5K	0.12%	95
2022 Q3	$806K	Buy	57,603 +55,791	+3,079%	+$868K	0.13%	79
2022 Q2	$27K	Hold	1,812	–	–	0.01%	279
2022 Q1	$32K	Buy	+1,812	New	+$31.8K	0.01%	250

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 $1.76B AUM 18.21% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Curi Wealth Management's SCHB Position: Q4 2023 in Review

Curi Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 35,739 shares — an estimated $594K sold.

Curi Wealth Management first reported a position in SCHB in Q1 2022 and held it in 7 quarters. The position peaked at $838K in Q4 2022. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

Curi Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
Curi Wealth Management sold 35,739 Schwab US Broad Market ETF shares in Q4 2023, an estimated $594K.
Curi Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2022 and held it in 7 quarters.
Curi Wealth Management's Schwab US Broad Market ETF position peaked at $838K in Q4 2022.
1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Curi Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.