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

Endurance 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
2023 Q2	$2K	Hold	90	–	–	﹤0.01%	609
2023 Q1	$1K	Hold	90	–	–	﹤0.01%	631
2022 Q4	$1K	Hold	90	–	–	﹤0.01%	620
2022 Q3	$1K	Hold	90	–	–	﹤0.01%	601
2022 Q2	$1K	Hold	90	–	–	﹤0.01%	613
2022 Q1	$2K	Hold	90	–	–	﹤0.01%	616
2021 Q4	$2K	Hold	90	–	–	﹤0.01%	600
2021 Q3	$2K	Hold	90	–	–	﹤0.01%	609
2021 Q2	$1K	Hold	90	–	–	﹤0.01%	621
2021 Q1	$1K	Hold	90	–	–	﹤0.01%	631
2020 Q4	$1K	Hold	90	–	–	﹤0.01%	604
2020 Q3	$1K	Hold	90	–	–	﹤0.01%	604
2020 Q2	$1K	Buy	+90	New	+$1.04K	﹤0.01%	596

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

RPGK

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

Endurance Wealth Management's SCHB Position: Q2 2023 in Review

Endurance Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2023 at 90 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Endurance Wealth Management first reported a position in SCHB in Q2 2020 and has held it in 13 quarters since. 947 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

Endurance Wealth Management held 90 shares of Schwab US Broad Market ETF worth $2K as of Q2 2023.
Endurance Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2023.
Schwab US Broad Market ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #609 holding.
Endurance Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 13 quarters since.
947 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.