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Dixon Hughes Goodman Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$16K Buy
891
+3
+0.3% +$53 ﹤0.01% 461
2021
Q4 		$17K Buy
+888
New +$16.3K 0.01% 404

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SCHB Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.34% in Q1 2022, buying an estimated $53 and bringing the position to 891 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Dixon Hughes Goodman Wealth Advisors first reported a position in SCHB in Q4 2021 and has held it in 2 quarters since. The position peaked at $17K in Q4 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 891 shares of Schwab US Broad Market ETF worth $16K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 3 Schwab US Broad Market ETF shares in Q1 2022, an estimated $53.
  • Schwab US Broad Market ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #461 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Schwab US Broad Market ETF position peaked at $17K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.