FFO
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Fiduciary Family Office’s Schwab US Broad Market ETF SCHB Stock Holding History

Fiduciary Family Office’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
Q3 		– Sell
-42,918
Closed -$899K – 212
2024
Q2 		$899K Hold
42,918
– – 0.35% 73
2024
Q1 		$873K Hold
42,918
– – 0.34% 83
2023
Q4 		$796K Buy
+42,918
New +$741K 0.35% 58

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fiduciary Family Office's SCHB Position: Q3 2024 in Review

Fiduciary Family Office sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 42,918 shares — an estimated $899K sold.

Fiduciary Family Office first reported a position in SCHB in Q4 2023 and held it in 3 quarters. The position peaked at $899K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Fiduciary Family Office reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Fiduciary Family Office sold 42,918 Schwab US Broad Market ETF shares in Q3 2024, an estimated $899K.
  • Fiduciary Family Office first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 3 quarters.
  • Fiduciary Family Office's Schwab US Broad Market ETF position peaked at $899K in Q2 2024.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Fiduciary Family Office's 13F filing for Q3 2024, filed 30 Oct 2024.