FirstPurpose Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

FirstPurpose Wealth’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
2024 Q1	$625K	Buy	31,314 +2,544	+9%	+$49.2K	0.23%	80
2023 Q4	$534K	Buy	28,770 +3,207	+13%	+$55.4K	0.2%	79
2023 Q3	$425K	Sell	25,563 -8,355	-25%	-$145K	0.18%	98
2023 Q2	$585K	Buy	33,918 +186	+0.6%	+$3.03K	0.25%	71
2023 Q1	$538K	Buy	33,732 +2,991	+10%	+$46.8K	0.27%	73
2022 Q4	$459K	Sell	30,741 -3,375	-10%	-$50.7K	0.26%	77
2022 Q3	$478K	Buy	34,116 +5,715	+20%	+$88.9K	0.31%	59
2022 Q2	$418K	Sell	28,401 -14,310	-34%	-$230K	0.28%	63
2022 Q1	$760K	Buy	42,711 +6,633	+18%	+$116K	0.59%	35
2021 Q4	$680K	Buy	+36,078	New	+$664K	0.43%	43

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

FirstPurpose Wealth's SCHB Position: Q1 2024 in Review

FirstPurpose Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 8.8% in Q1 2024, buying an estimated $49.2K and bringing the position to 31,314 shares worth $625K. The position accounts for 0.23% of the portfolio, ranked #80.

FirstPurpose Wealth first reported a position in SCHB in Q4 2021 and has held it in 10 quarters since. The position peaked at $760K in Q1 2022. 1,073 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

FirstPurpose Wealth held 31,314 shares of Schwab US Broad Market ETF worth $625K as of Q1 2024.
FirstPurpose Wealth bought 2,544 Schwab US Broad Market ETF shares in Q1 2024, an estimated $49.2K.
Schwab US Broad Market ETF made up 0.23% of FirstPurpose Wealth's portfolio in Q1 2024, its #80 holding.
FirstPurpose Wealth first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Schwab US Broad Market ETF position peaked at $760K in Q1 2022.
1,073 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.