Dimensional Fund Advisors
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Dimensional Fund Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Dimensional Fund Advisors’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
-158,655
Closed -$2.82M – 3518
2022
Q1 		$2.82M Sell
158,655
-3
-0% -$53 ﹤0.01% 2727
2021
Q4 		$2.99M Buy
+158,658
New +$2.92M ﹤0.01% 2735

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 $1.76B AUM 18.21% 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 $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
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Dimensional Fund Advisors's SCHB Position: Q2 2022 in Review

Dimensional Fund Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 158,655 shares — an estimated $2.82M sold.

Dimensional Fund Advisors first reported a position in SCHB in Q4 2021 and held it in 2 quarters. The position peaked at $2.99M in Q4 2021. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • Dimensional Fund Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 158,655 Schwab US Broad Market ETF shares in Q2 2022, an estimated $2.82M.
  • Dimensional Fund Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 2 quarters.
  • Dimensional Fund Advisors's Schwab US Broad Market ETF position peaked at $2.99M in Q4 2021.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Dimensional Fund Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.