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

EPIQ 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 		$1.07M Buy
47,165
+167
+0.4% +$3.81K 0.28% 34
2024
Q3 		$1.04M Buy
46,998
+297
+0.6% +$6.34K 0.3% 30
2024
Q2 		$982K Hold
46,701
– – 0.35% 28
2024
Q1 		$950K Buy
46,701
+132
+0.3% +$2.55K 0.38% 24
2023
Q4 		$864K Buy
46,569
+195
+0.4% +$3.37K 0.39% 21
2023
Q3 		$771K Buy
46,374
+177
+0.4% +$3.06K 0.4% 24
2023
Q2 		$796K Buy
46,197
+177
+0.4% +$2.88K 0.4% 22
2023
Q1 		$734K Buy
46,020
+177
+0.4% +$2.77K 0.37% 22
2022
Q4 		$685K Buy
45,843
+210
+0.5% +$3.16K 0.37% 23
2022
Q3 		$639K Buy
45,633
+198
+0.4% +$3.08K 0.31% 25
2022
Q2 		$669K Buy
45,435
+177
+0.4% +$2.84K 0.26% 26
2022
Q1 		$805K Buy
45,258
+132
+0.3% +$2.32K 0.22% 28
2021
Q4 		$850K Buy
45,126
+168
+0.4% +$3.09K 0.15% 28
2021
Q3 		$778K Buy
44,958
+138
+0.3% +$2.45K 0.08% 34
2021
Q2 		$779K Buy
44,820
+138
+0.3% +$2.34K 0.08% 29
2021
Q1 		$720K Buy
44,682
+132
+0.3% +$2.08K 0.08% 28
2020
Q4 		$676K Buy
44,550
+180
+0.4% +$2.56K 0.11% 29
2020
Q3 		$589K Buy
44,370
+276
+0.6% +$3.63K 0.08% 28
2020
Q2 		$540K Buy
44,094
+180
+0.4% +$2.08K 0.09% 27
2020
Q1 		$442K Buy
43,914
+246
+0.6% +$2.98K 0.13% 31
2019
Q4 		$559K Buy
+43,668
New +$536K 0.14% 32

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

EPIQ Capital Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.36% in Q4 2024, buying an estimated $3.81K and bringing the position to 47,165 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #34.

EPIQ Capital Group first reported a position in SCHB in Q4 2019 and has held it in 21 quarters since. 1,181 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • EPIQ Capital Group held 47,165 shares of Schwab US Broad Market ETF worth $1.07M as of Q4 2024.
  • EPIQ Capital Group bought 167 Schwab US Broad Market ETF shares in Q4 2024, an estimated $3.81K.
  • Schwab US Broad Market ETF made up 0.28% of EPIQ Capital Group's portfolio in Q4 2024, its #34 holding.
  • EPIQ Capital Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 21 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.