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

Other funds holding SCHB

Wealthfront Advisers

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Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 $1.72B AUM 13.51% 1-Year Est. Return

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

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

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return