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Edge Capital Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Edge Capital Group’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 		$528K Sell
483
-22,770
-98% -$520K 0.02% 213
2024
Q3 		$516K Sell
23,253
-4,779
-17% -$102K 0.02% 209
2024
Q2 		$587K Hold
28,032
– – 0.03% 199
2024
Q1 		$570K Sell
28,032
-16,032
-36% -$310K 0.03% 203
2023
Q4 		$818K Hold
44,064
– – 0.05% 181
2023
Q3 		$732K Hold
44,064
– – 0.05% 172
2023
Q2 		$759K Sell
44,064
-4,842
-10% -$78.9K 0.04% 187
2023
Q1 		$780K Sell
48,906
-6,399
-12% -$100K 0.05% 182
2022
Q4 		$826K Hold
55,305
– – 0.06% 154
2022
Q3 		$774K Buy
55,305
+14,376
+35% +$224K 0.06% 153
2022
Q2 		$682K Sell
40,929
-19,554
-32% -$314K 0.06% 166
2022
Q1 		$1.08M Buy
60,483
+165
+0.3% +$2.9K 0.07% 145
2021
Q4 		$1.14M Sell
60,318
-12,786
-17% -$235K 0.08% 139
2021
Q3 		$1.26M Buy
73,104
+8,718
+14% +$155K 0.1% 122
2021
Q2 		$1.12M Sell
64,386
-8,490
-12% -$144K 0.09% 132
2021
Q1 		$1.18M Sell
72,876
-18,396
-20% -$290K 0.1% 121
2020
Q4 		$1.38M Buy
91,272
+354
+0.4% +$5.04K 0.12% 115
2020
Q3 		$1.21M Sell
90,918
-18,096
-17% -$238K 0.12% 108
2020
Q2 		$1.33M Buy
109,014
+426
+0.4% +$4.91K 0.14% 104
2020
Q1 		$1.09M Sell
108,588
-5,424
-5% -$65.6K 0.13% 109
2019
Q4 		$1.46M Sell
114,012
-10,746
-9% -$132K 0.14% 98
2019
Q3 		$1.48M Sell
124,758
-3,660
-3% -$43.2K 0.15% 99
2019
Q2 		$1.51M Hold
128,418
– – 0.15% 100
2019
Q1 		$1.46M Buy
128,418
+678
+0.5% +$7.4K 0.14% 100
2018
Q4 		$1.28M Buy
+127,740
New +$1.38M 0.14% 99

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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 $1.94B 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

Edge Capital Group's SCHB Position: Q4 2024 in Review

Edge Capital Group reduced its Schwab US Broad Market ETF (SCHB) stake by 98% in Q4 2024, selling an estimated $520K and leaving 483 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #213.

Edge Capital Group first reported a position in SCHB in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.51M in Q2 2019. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Edge Capital Group held 483 shares of Schwab US Broad Market ETF worth $528K as of Q4 2024.
  • Edge Capital Group sold 22,770 Schwab US Broad Market ETF shares in Q4 2024, an estimated $520K.
  • Schwab US Broad Market ETF made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #213 holding.
  • Edge Capital Group first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Schwab US Broad Market ETF position peaked at $1.51M in Q2 2019.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.