Dowling & Yahnke’s Schwab US Broad Market ETF SCHB Stock Holding History

Dowling & Yahnke’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	$300K	Buy	21,465 +1,287	+6%	+$20K	0.01%	319
2022 Q2	$297K	Buy	20,178 +24	+0.1%	+$385	0.01%	313
2022 Q1	$359K	Hold	20,154	–	–	0.02%	296
2021 Q4	$380K	Hold	20,154	–	–	0.02%	292
2021 Q3	$349K	Hold	20,154	–	–	0.02%	299
2021 Q2	$350K	Buy	20,154 +3,204	+19%	+$54.2K	0.02%	292
2021 Q1	$273K	Hold	16,950	–	–	0.02%	303
2020 Q4	$257K	Buy	16,950 +336	+2%	+$4.79K	0.02%	295
2020 Q3	$220K	Sell	16,614 -2,604	-14%	-$34.2K	0.02%	290
2020 Q2	$235K	Buy	+19,218	New	+$222K	0.02%	286

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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 $550B AUM 43.33% 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 $3.94B AUM 18.64% 1-Year Est. Return

Dowling & Yahnke's SCHB Position: Q3 2022 in Review

Dowling & Yahnke increased its Schwab US Broad Market ETF (SCHB) stake by 6.4% in Q3 2022, buying an estimated $20K and bringing the position to 21,465 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #319.

Dowling & Yahnke first reported a position in SCHB in Q2 2020 and has held it in 10 quarters since. The position peaked at $380K in Q4 2021. 856 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

Dowling & Yahnke held 21,465 shares of Schwab US Broad Market ETF worth $300K as of Q3 2022.
Dowling & Yahnke bought 1,287 Schwab US Broad Market ETF shares in Q3 2022, an estimated $20K.
Schwab US Broad Market ETF made up 0.01% of Dowling & Yahnke's portfolio in Q3 2022, its #319 holding.
Dowling & Yahnke first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 10 quarters since.
Dowling & Yahnke's Schwab US Broad Market ETF position peaked at $380K in Q4 2021.
856 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.