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Dogwood Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Dogwood Wealth 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
2024
Q4 		– Sell
-4,656
Closed -$103K – 290
2024
Q3 		$103K Hold
4,656
– – 0.06% 98
2024
Q2 		$97.6K Hold
4,656
– – 0.06% 99
2024
Q1 		$94.8K Hold
4,656
– – 0.06% 111
2023
Q4 		$86.4K Buy
+4,656
New +$80.4K 0.07% 100

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Dogwood Wealth Management's SCHB Position: Q4 2024 in Review

Dogwood Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 4,656 shares — an estimated $103K sold.

Dogwood Wealth Management first reported a position in SCHB in Q4 2023 and held it in 4 quarters. The position peaked at $103K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Dogwood Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 4,656 Schwab US Broad Market ETF shares in Q4 2024, an estimated $103K.
  • Dogwood Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 4 quarters.
  • Dogwood Wealth Management's Schwab US Broad Market ETF position peaked at $103K in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Dogwood Wealth Management's 13F filing for Q4 2024, filed 4 Mar 2025.