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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return