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D. Scott Neal’s Schwab US Broad Market ETF SCHB Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-74,724
Closed -$1.33M – 64
2022
Q1 		$1.33M Sell
74,724
-492
-0.7% -$8.64K 0.53% 21
2021
Q4 		$1.42M Hold
75,216
– – 0.53% 20
2021
Q3 		$1.3M Sell
75,216
-30
-0% -$534 0.55% 20
2021
Q2 		$1.31M Sell
75,246
-876
-1% -$14.8K 0.59% 19
2021
Q1 		$1.23M Sell
76,122
-360
-0.5% -$5.67K 0.55% 19
2020
Q4 		$1.16M Sell
76,482
-1,674
-2% -$23.8K 0.57% 16
2020
Q3 		$1.04M Buy
78,156
+198
+0.3% +$2.6K 0.58% 13
2020
Q2 		$955K Sell
77,958
-1,656
-2% -$19.1K 0.6% 10
2020
Q1 		$802K Sell
79,614
-18,324
-19% -$222K 0.48% 10
2019
Q4 		$1.25M Sell
97,938
-30
-0% -$368 0.61% 18
2019
Q3 		$1.16M Sell
97,968
-516
-0.5% -$6.1K 0.6% 17
2019
Q2 		$1.16M Buy
98,484
+2,820
+3% +$32.6K 0.63% 14
2019
Q1 		$1.08M Sell
95,664
-6,768
-7% -$73.9K 0.57% 12
2018
Q4 		$1.02M Buy
102,432
+2,406
+2% +$26K 0.56% 11
2018
Q3 		$1.17M Sell
100,026
-2,898
-3% -$33.4K 0.59% 18
2018
Q2 		$1.13M Sell
102,924
-4,356
-4% -$47.6K 0.63% 17
2018
Q1 		$1.14M Sell
107,280
-222
-0.2% -$2.44K 0.65% 20
2017
Q4 		$1.16M Buy
107,502
+107,250
+42,560% +$1.12M 0.69% 20
2017
Q3 		$3K Buy
252
+150
+147% +$1.49K ﹤0.01% 165
2017
Q2 		$1K Buy
102
+24
+31% +$232 ﹤0.01% 176
2017
Q1 		$1K Buy
78
+60
+333% +$563 ﹤0.01% 157
2016
Q4 		$0 Hold
18
– – ﹤0.01% 179
2016
Q3 		$0 Sell
18
-62,604
-100% -$543K ﹤0.01% 190
2016
Q2 		$525K Sell
62,622
-2,826
-4% -$23.5K 0.47% 20
2016
Q1 		$538K Sell
65,448
-9,294
-12% -$72.2K 0.5% 19
2015
Q4 		$611K Sell
74,742
-5,148
-6% -$42.5K 0.49% 17
2015
Q3 		$618K Sell
79,890
-86,322
-52% -$709K 0.52% 19
2015
Q2 		$1.39M Buy
166,212
+51,402
+45% +$439K 0.96% 15
2015
Q1 		$966K Sell
114,810
-5,496
-5% -$46K 0.69% 15
2014
Q4 		$999K Sell
120,306
-300
-0.2% -$2.43K 0.7% 14
2014
Q3 		$956K Sell
120,606
-1,746
-1% -$14K 0.76% 14
2014
Q2 		$973K Buy
122,352
+26,982
+28% +$208K 0.77% 15
2014
Q1 		$727K Buy
95,370
+18,516
+24% +$139K 0.61% 22
2013
Q4 		$576K Buy
+76,854
New +$553K 0.52% 24

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
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

D. Scott Neal's SCHB Position: Q2 2022 in Review

D. Scott Neal sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 74,724 shares — an estimated $1.33M sold.

D. Scott Neal first reported a position in SCHB in Q4 2013 and held it in 34 quarters. The position peaked at $1.42M in Q4 2021. 872 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • D. Scott Neal reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • D. Scott Neal sold 74,724 Schwab US Broad Market ETF shares in Q2 2022, an estimated $1.33M.
  • D. Scott Neal first reported a position in Schwab US Broad Market ETF in Q4 2013 and held it in 34 quarters.
  • D. Scott Neal's Schwab US Broad Market ETF position peaked at $1.42M in Q4 2021.
  • 872 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on D. Scott Neal's 13F filing for Q2 2022, filed 11 Jul 2022.