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

Elmwood 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
2022 Q1	–	Sell	-4,050	Closed	-$76K	–	281
2021 Q4	$76K	Buy	+4,050	New	+$74.5K	0.04%	167
2021 Q2	$70K	Hold	4,050	–	–	0.04%	154
2021 Q1	$65K	Buy	+4,050	New	+$63.8K	0.04%	149
2020 Q3	$50K	Hold	4,050	–	–	0.04%	130
2020 Q2	$50K	Sell	4,050 -480	-11%	-$5.53K	0.04%	130
2020 Q1	$48.2K	Buy	+4,530	New	+$54.8K	0.05%	127
2019 Q4	–	Sell	-4,530	Closed	-$54K	–	213
2019 Q3	$54K	Hold	4,530	–	–	0.05%	114
2019 Q2	$53K	Hold	4,530	–	–	0.05%	125
2019 Q1	$51K	Hold	4,530	–	–	0.05%	121
2018 Q4	$45K	Hold	4,530	–	–	0.04%	132
2018 Q3	$53.2K	Hold	4,530	–	–	0.04%	135
2018 Q2	$49.8K	Hold	4,530	–	–	0.05%	130
2018 Q1	$48.2K	Buy	+4,530	New	+$49.8K	0.05%	127

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Elmwood Wealth Management's SCHB Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 4,050 shares — an estimated $76K sold.

Elmwood Wealth Management first reported a position in SCHB in Q1 2018 and held it in 13 quarters. The position peaked at $76K in Q4 2021. 890 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

Elmwood Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 4,050 Schwab US Broad Market ETF shares in Q1 2022, an estimated $76K.
Elmwood Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Schwab US Broad Market ETF position peaked at $76K in Q4 2021.
890 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.