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Financial Counselors Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Financial Counselors Inc’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
Q3 		– Sell
-21,282
Closed -$367K – 566
2023
Q2 		$367K Buy
21,282
+3,690
+21% +$60.2K 0.01% 398
2023
Q1 		$281K Buy
+17,592
New +$275K 0.01% 432

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SCM
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R
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EK
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HCM
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SG
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HWM
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HP
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EA
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Financial Counselors Inc's SCHB Position: Q3 2023 in Review

Financial Counselors Inc sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 21,282 shares — an estimated $367K sold.

Financial Counselors Inc first reported a position in SCHB in Q1 2023 and held it in 2 quarters. The position peaked at $367K in Q2 2023. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Financial Counselors Inc reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Counselors Inc sold 21,282 Schwab US Broad Market ETF shares in Q3 2023, an estimated $367K.
  • Financial Counselors Inc first reported a position in Schwab US Broad Market ETF in Q1 2023 and held it in 2 quarters.
  • Financial Counselors Inc's Schwab US Broad Market ETF position peaked at $367K in Q2 2023.
  • 939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Financial Counselors Inc's 13F filing for Q3 2023, filed 7 Nov 2023.