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First Personal Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-15,000
Closed -$224K – 430
2022
Q4 		$224K Sell
15,000
-3,000
-17% -$45.1K 0.06% 110
2022
Q3 		$252K Buy
+18,000
New +$280K 0.07% 103
2017
Q2 		– Sell
-2,442
Closed -$23K – 876
2017
Q1 		$23K Hold
2,442
– – 0.01% 540
2016
Q4 		$22K Hold
2,442
– – 0.01% 538
2016
Q3 		$21K Buy
+2,442
New +$21.2K 0.01% 431

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SCM
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EK
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R
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SG
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HWM
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
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First Personal Financial Services's SCHB Position: Q1 2023 in Review

First Personal Financial Services sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 15,000 shares — an estimated $224K sold.

First Personal Financial Services first reported a position in SCHB in Q3 2016 and held it in 5 quarters. The position peaked at $252K in Q3 2022. 924 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • First Personal Financial Services reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • First Personal Financial Services sold 15,000 Schwab US Broad Market ETF shares in Q1 2023, an estimated $224K.
  • First Personal Financial Services first reported a position in Schwab US Broad Market ETF in Q3 2016 and held it in 5 quarters.
  • First Personal Financial Services's Schwab US Broad Market ETF position peaked at $252K in Q3 2022.
  • 924 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on First Personal Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.