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Ergoteles’s Schwab US Broad Market ETF SCHB Stock Holding History

Ergoteles’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
Q3 		– Sell
-167,577
Closed -$2.47M – 1933
2022
Q2 		$2.47M Buy
+167,577
New +$2.69M 0.07% 273

Other funds holding SCHB

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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Ergoteles's SCHB Position: Q3 2022 in Review

Ergoteles sold out of Schwab US Broad Market ETF (SCHB) in Q3 2022, closing a stake of 167,577 shares — an estimated $2.47M sold.

Ergoteles first reported a position in SCHB in Q2 2022 and held it in 1 quarter. The position peaked at $2.47M in Q2 2022. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • Ergoteles reported no remaining Schwab US Broad Market ETF position as of Q3 2022 after selling out during the quarter.
  • Ergoteles sold 167,577 Schwab US Broad Market ETF shares in Q3 2022, an estimated $2.47M.
  • Ergoteles first reported a position in Schwab US Broad Market ETF in Q2 2022 and held it in 1 quarter.
  • Ergoteles's Schwab US Broad Market ETF position peaked at $2.47M in Q2 2022.
  • 855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.