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Eagle Capital Management (Louisiana)’s Schwab US Broad Market ETF SCHB Stock Holding History

Eagle Capital Management (Louisiana)’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
Q1 		– Sell
-97,176
Closed -$1.8M – 41
2023
Q4 		$1.8M Sell
97,176
-1,899
-2% -$32.8K 0.88% 25
2023
Q3 		$1.65M Buy
99,075
+411
+0.4% +$7.11K 0.91% 24
2023
Q2 		$1.7M Buy
98,664
+46,101
+88% +$751K 0.95% 23
2023
Q1 		$838K Sell
52,563
-1,299
-2% -$20.3K 0.55% 26
2022
Q4 		$805K Buy
53,862
+1,380
+3% +$20.7K 0.59% 28
2022
Q3 		$735K Sell
52,482
-1,425
-3% -$22.2K 0.46% 33
2022
Q2 		$794K Sell
53,907
-762,513
-93% -$12.2M 0.47% 32
2022
Q1 		$14.5M Buy
816,420
+15,486
+2% +$272K 5.41% 3
2021
Q4 		$15.1M Buy
800,934
+16,524
+2% +$304K 3.95% 9
2021
Q3 		$13.6M Buy
784,410
+2,814
+0.4% +$50K 3.69% 9
2021
Q2 		$13.6M Sell
781,596
-24,816
-3% -$420K 3.84% 8
2021
Q1 		$13M Sell
806,412
-15,528
-2% -$245K 3.97% 8
2020
Q4 		$12.5M Sell
821,940
-559,836
-41% -$7.97M 4.48% 7
2020
Q3 		$18.3M Sell
1,381,776
-4,428
-0.3% -$58.2K 7.57% 4
2020
Q2 		$17M Buy
+1,386,204
New +$16M 8.74% 2
2020
Q1 		– Sell
-942,936
Closed -$12.1M – 37
2019
Q4 		$12.1M Sell
942,936
-5,568
-0.6% -$68.3K 6.33% 4
2019
Q3 		$11.2M Sell
948,504
-498,678
-34% -$5.89M 6.3% 4
2019
Q2 		$17M Buy
1,447,182
+13,302
+0.9% +$154K 9.22% 1
2019
Q1 		$16.3M Buy
+1,433,880
New +$15.7M 9.56% 2
2015
Q3 		– Sell
-75,036
Closed -$628K – 45
2015
Q2 		$628K Buy
75,036
+5,988
+9% +$51.2K 0.36% 49
2015
Q1 		$581K Buy
69,048
+5,412
+9% +$45.3K 0.31% 51
2014
Q4 		$528K Buy
+63,636
New +$515K 0.21% 57

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s SCHB Position: Q1 2024 in Review

Eagle Capital Management (Louisiana) sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 97,176 shares — an estimated $1.8M sold.

Eagle Capital Management (Louisiana) first reported a position in SCHB in Q4 2014 and held it in 22 quarters. The position peaked at $18.3M in Q3 2020. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Eagle Capital Management (Louisiana) reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Eagle Capital Management (Louisiana) sold 97,176 Schwab US Broad Market ETF shares in Q1 2024, an estimated $1.8M.
  • Eagle Capital Management (Louisiana) first reported a position in Schwab US Broad Market ETF in Q4 2014 and held it in 22 quarters.
  • Eagle Capital Management (Louisiana)'s Schwab US Broad Market ETF position peaked at $18.3M in Q3 2020.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q1 2024, filed 18 Apr 2024.