Danda Trouve Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Danda Trouve Investment 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
2022 Q3	$2.13M	Sell	152,451 -162,108	-52%	-$2.52M	3.95%	12
2022 Q2	$4.63M	Sell	314,559 -148,014	-32%	-$2.38M	7.13%	5
2022 Q1	$8.23M	Sell	462,573 -975	-0.2%	-$17.1K	10.3%	1
2021 Q4	$8.73M	Buy	463,548 +150,072	+48%	+$2.76M	9.89%	1
2021 Q3	$5.43M	Buy	313,476 +123,438	+65%	+$2.2M	6.54%	3
2021 Q2	$3.3M	Buy	190,038 +91,608	+93%	+$1.55M	3.92%	8
2021 Q1	$1.59M	Buy	98,430 +98,106	+30,280%	+$1.55M	1.95%	21
2020 Q4	$5K	Buy	324 +6	+2%	+$85	0.01%	132
2020 Q3	$4K	Hold	318	–	–	0.01%	123
2020 Q2	$4K	Hold	318	–	–	0.01%	120
2020 Q1	$3K	Sell	318 -440,268	-100%	-$5.33M	0.01%	137
2019 Q4	$5.64M	Buy	+440,586	New	+$5.41M	8.12%	2

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 $1.94B 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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Danda Trouve Investment Management's SCHB Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 52% in Q3 2022, selling an estimated $2.52M and leaving 152,451 shares worth $2.13M. The position accounts for 3.95% of the portfolio, ranked #12.

Danda Trouve Investment Management first reported a position in SCHB in Q4 2019 and has held it in 12 quarters since. The position peaked at $8.73M in Q4 2021. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

Danda Trouve Investment Management held 152,451 shares of Schwab US Broad Market ETF worth $2.13M as of Q3 2022.
Danda Trouve Investment Management sold 162,108 Schwab US Broad Market ETF shares in Q3 2022, an estimated $2.52M.
Schwab US Broad Market ETF made up 3.95% of Danda Trouve Investment Management's portfolio in Q3 2022, its #12 holding.
Danda Trouve Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's Schwab US Broad Market ETF position peaked at $8.73M in Q4 2021.
855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.