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

Executive 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
Q4 		– Sell
-15,846
Closed -$263K – 222
2023
Q3 		$263K Buy
+15,846
New +$274K 0.03% 168

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EK
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HCM
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SG
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BFG
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HWM
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HighTower Advisors
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Executive Wealth Management's SCHB Position: Q4 2023 in Review

Executive Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 15,846 shares — an estimated $263K sold.

Executive Wealth Management first reported a position in SCHB in Q3 2023 and held it in 1 quarter. The position peaked at $263K in Q3 2023. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Executive Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Executive Wealth Management sold 15,846 Schwab US Broad Market ETF shares in Q4 2023, an estimated $263K.
  • Executive Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 1 quarter.
  • Executive Wealth Management's Schwab US Broad Market ETF position peaked at $263K in Q3 2023.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Executive Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.