First Capital Advisors Group’s Schwab US Broad Market ETF SCHB Stock Holding History

First Capital Advisors Group’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	$30.9K	Hold	1,794	–	–	0.02%	363
2023 Q1	$28.6K	Hold	1,794	–	–	0.02%	179
2022 Q4	$26.8K	Sell	1,794 -3	-0.2%	-$45	0.02%	189
2022 Q3	$25K	Buy	+1,797	New	+$28K	0.02%	169
2018 Q4	–	Sell	-70,410	Closed	-$826K	–	175
2018 Q3	$826K	Buy	70,410 +1,620	+2%	+$18.7K	0.51%	47
2018 Q2	$757K	Buy	68,790 +7,368	+12%	+$80.6K	0.5%	44
2018 Q1	$653K	Sell	61,422 -4,020	-6%	-$44.2K	0.38%	53
2017 Q4	$704K	Buy	65,442 +7,140	+12%	+$74.9K	0.44%	54
2017 Q3	$592K	Sell	58,302 -113,172	-66%	-$1.12M	0.41%	66
2017 Q2	$1.67M	Buy	171,474 +100,278	+141%	+$968K	1.14%	19
2017 Q1	$677K	Buy	+71,196	New	+$668K	0.51%	65

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

First Capital Advisors Group's SCHB Position: Q2 2023 in Review

First Capital Advisors Group held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2023 at 1,794 shares worth $30.9K. The position accounts for 0.02% of the portfolio, ranked #363.

First Capital Advisors Group first reported a position in SCHB in Q1 2017 and has held it in 11 quarters since. The position peaked at $1.67M in Q2 2017. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

First Capital Advisors Group held 1,794 shares of Schwab US Broad Market ETF worth $30.9K as of Q2 2023.
First Capital Advisors Group left its Schwab US Broad Market ETF share count unchanged in Q2 2023.
Schwab US Broad Market ETF made up 0.02% of First Capital Advisors Group's portfolio in Q2 2023, its #363 holding.
First Capital Advisors Group first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 11 quarters since.
First Capital Advisors Group's Schwab US Broad Market ETF position peaked at $1.67M in Q2 2017.
945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.