CPG
SCHB icon

Custom Portfolio Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Custom Portfolio Group’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
Q2 		$7.83M Sell
372,939
-2,997
-0.8% -$60.7K 6.17% 3
2024
Q1 		$7.64M Hold
375,936
– – 6.3% 3
2023
Q4 		$6.97M Buy
+375,936
New +$6.49M 6.2% 3

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Custom Portfolio Group's SCHB Position: Q2 2024 in Review

Custom Portfolio Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0.8% in Q2 2024, selling an estimated $60.7K and leaving 372,939 shares worth $7.83M. The position accounts for 6.17% of the portfolio, ranked #3.

Custom Portfolio Group first reported a position in SCHB in Q4 2023 and has held it in 3 quarters since. 1,082 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Custom Portfolio Group held 372,939 shares of Schwab US Broad Market ETF worth $7.83M as of Q2 2024.
  • Custom Portfolio Group sold 2,997 Schwab US Broad Market ETF shares in Q2 2024, an estimated $60.7K.
  • Schwab US Broad Market ETF made up 6.17% of Custom Portfolio Group's portfolio in Q2 2024, its #3 holding.
  • Custom Portfolio Group first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.