FMC
SCHB icon

Financial Management Concepts’s Schwab US Broad Market ETF SCHB Stock Holding History

Financial Management Concepts’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
2021
Q4 		$1.72M Buy
91,416
+79,524
+669% +$1.46M 1.26% 16
2021
Q3 		$206K Hold
11,892
– – 0.16% 25
2021
Q2 		$210K Sell
11,892
-1,560
-12% -$26.4K 0.17% 25
2021
Q1 		$217K Buy
+13,452
New +$212K 0.2% 25

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Financial Management Concepts's SCHB Position: Q4 2021 in Review

Financial Management Concepts increased its Schwab US Broad Market ETF (SCHB) stake by 669% in Q4 2021, buying an estimated $1.46M and bringing the position to 91,416 shares worth $1.72M. The position accounts for 1.26% of the portfolio, ranked #16.

Financial Management Concepts first reported a position in SCHB in Q1 2021 and has held it in 4 quarters since. 894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

  • Financial Management Concepts held 91,416 shares of Schwab US Broad Market ETF worth $1.72M as of Q4 2021.
  • Financial Management Concepts bought 79,524 Schwab US Broad Market ETF shares in Q4 2021, an estimated $1.46M.
  • Schwab US Broad Market ETF made up 1.26% of Financial Management Concepts's portfolio in Q4 2021, its #16 holding.
  • Financial Management Concepts first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 4 quarters since.
  • 894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.