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Financial Architects (New Jersey)’s Schwab US Broad Market ETF SCHB Stock Holding History

Financial Architects (New Jersey)’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 		$26.6M Buy
1,543,578
+8,307
+0.5% +$135K 4.02% 2
2023
Q1 		$24.5M Sell
1,535,271
-21,054
-1% -$329K 3.93% 2
2022
Q4 		$23.2M Sell
1,556,325
-24,888
-2% -$374K 3.86% 2
2022
Q3 		$22.1M Buy
+1,581,213
New +$24.6M 3.86% 2
2022
Q2 		– Sell
-1,705,350
Closed -$30.4M – 227
2022
Q1 		$30.4M Sell
1,705,350
-70,548
-4% -$1.24M 4.35% 1
2021
Q4 		$33.4M Sell
1,775,898
-15,432
-0.9% -$284K 4.52% 1
2021
Q3 		$31M Sell
1,791,330
-5,142
-0.3% -$91.5K 4.5% 1
2021
Q2 		$31.2M Sell
1,796,472
-9,804
-0.5% -$166K 4.5% 1
2021
Q1 		$29.1M Buy
1,806,276
+117,396
+7% +$1.85M 4.56% 1
2020
Q4 		$25.6M Buy
1,688,880
+151,632
+10% +$2.16M 4.74% 1
2020
Q3 		$20.4M Buy
1,537,248
+3,156
+0.2% +$41.5K 4.5% 2
2020
Q2 		$18.8M Buy
1,534,092
+75,738
+5% +$873K 4.32% 2
2020
Q1 		$14.7M Sell
1,458,354
-11,694
-0.8% -$142K 4.02% 2
2019
Q4 		$18.8M Buy
1,470,048
+26,328
+2% +$323K 4.07% 1
2019
Q3 		$17.1M Sell
1,443,720
-9,360
-0.6% -$111K 3.99% 1
2019
Q2 		$17.1M Buy
1,453,080
+14,640
+1% +$169K 3.19% 2
2019
Q1 		$16.3M Sell
1,438,440
-24,474
-2% -$267K 2.78% 2
2018
Q4 		$14.6M Buy
1,462,914
+55,422
+4% +$599K 2.8% 3
2018
Q3 		$16.5M Buy
1,407,492
+28,584
+2% +$329K 2.69% 4
2018
Q2 		$15.2M Buy
1,378,908
+59,076
+4% +$646K 2.71% 4
2018
Q1 		$14M Buy
1,319,832
+42,438
+3% +$466K 2.74% 4
2017
Q4 		$13.7M Buy
1,277,394
+69,654
+6% +$730K 2.29% 6
2017
Q3 		$12.3M Buy
1,207,740
+65,856
+6% +$654K 2.18% 6
2017
Q2 		$11.1M Sell
1,141,884
-256,230
-18% -$2.47M 2% 8
2017
Q1 		$13.3M Buy
1,398,114
+168,276
+14% +$1.58M 2.36% 4
2016
Q4 		$11.1M Buy
1,229,838
+434,880
+55% +$3.83M 2.61% 5
2016
Q3 		$6.93M Buy
794,958
+60,270
+8% +$523K 1.86% 13
2016
Q2 		$6.16M Buy
734,688
+2,082
+0.3% +$17.3K 1.74% 12
2016
Q1 		$6.02M Buy
732,606
+111,714
+18% +$868K 2.15% 10
2015
Q4 		$5.08M Buy
620,892
+125,886
+25% +$1.04M 2.03% 10
2015
Q3 		$3.83M Buy
495,006
+74,268
+18% +$610K 1.61% 14
2015
Q2 		$3.52M Buy
420,738
+183,426
+77% +$1.57M 1.27% 17
2015
Q1 		$2M Buy
237,312
+236,208
+21,396% +$1.98M 0.77% 26
2014
Q4 		$9K Hold
1,104
– – ﹤0.01% 695
2014
Q3 		$9K Buy
+1,104
New +$8.83K ﹤0.01% 634

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
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
R
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
SG
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
HP
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

Financial Architects (New Jersey)'s SCHB Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Schwab US Broad Market ETF (SCHB) stake by 0.54% in Q2 2023, buying an estimated $135K and bringing the position to 1,543,578 shares worth $26.6M. The position accounts for 4.02% of the portfolio, ranked #2.

Financial Architects (New Jersey) first reported a position in SCHB in Q3 2014 and has held it in 35 quarters since. The position peaked at $33.4M in Q4 2021. 947 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

  • Financial Architects (New Jersey) held 1,543,578 shares of Schwab US Broad Market ETF worth $26.6M as of Q2 2023.
  • Financial Architects (New Jersey) bought 8,307 Schwab US Broad Market ETF shares in Q2 2023, an estimated $135K.
  • Schwab US Broad Market ETF made up 4.02% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #2 holding.
  • Financial Architects (New Jersey) first reported a position in Schwab US Broad Market ETF in Q3 2014 and has held it in 35 quarters since.
  • Financial Architects (New Jersey)'s Schwab US Broad Market ETF position peaked at $33.4M in Q4 2021.
  • 947 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.