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

Focused Wealth Management’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 		– Sell
-450
Closed -$8.35K – 819
2023
Q4 		$8.35K Hold
450
– – ﹤0.01% 587
2023
Q3 		$7.48K Hold
450
– – ﹤0.01% 581
2023
Q2 		$7.75K Hold
450
– – ﹤0.01% 591
2023
Q1 		$7.18K Hold
450
– – ﹤0.01% 598
2022
Q4 		$6.72K Hold
450
– – ﹤0.01% 593
2022
Q3 		$6K Hold
450
– – ﹤0.01% 603
2022
Q2 		$7K Sell
450
-49,806
-99% -$799K ﹤0.01% 564
2022
Q1 		$894K Sell
50,256
-33,762
-40% -$593K 0.14% 69
2021
Q4 		$1.58M Buy
84,018
+582
+0.7% +$10.7K 0.24% 45
2021
Q3 		$1.44M Buy
83,436
+342
+0.4% +$6.08K 0.24% 47
2021
Q2 		$1.44M Buy
83,094
+16,950
+26% +$287K 0.24% 47
2021
Q1 		$1.07M Sell
66,144
-1,632
-2% -$25.7K 0.19% 61
2020
Q4 		$1.03M Buy
67,776
+6
+0% +$85 0.2% 56
2020
Q3 		$900K Buy
67,770
+138
+0.2% +$1.81K 0.2% 56
2020
Q2 		$828K Sell
67,632
-456
-0.7% -$5.26K 0.19% 57
2020
Q1 		$686K Buy
68,088
+3,606
+6% +$43.6K 0.2% 58
2019
Q4 		$826K Sell
64,482
-13,926
-18% -$171K 0.2% 62
2019
Q3 		$928K Sell
78,408
-5,124
-6% -$60.5K 0.26% 54
2019
Q2 		$982K Buy
83,532
+7,020
+9% +$81.1K 0.26% 52
2019
Q1 		$868K Buy
76,512
+7,554
+11% +$82.5K 0.26% 56
2018
Q4 		$689K Buy
68,958
+55,194
+401% +$597K 0.24% 65
2018
Q3 		$161K Sell
13,764
-34,692
-72% -$400K 0.05% 170
2018
Q2 		$533K Buy
48,456
+45,228
+1,401% +$494K 0.18% 81
2018
Q1 		$34K Buy
+3,228
New +$35.5K 0.01% 330

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
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
SG
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Focused Wealth Management's SCHB Position: Q1 2024 in Review

Focused Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 450 shares — an estimated $8.35K sold.

Focused Wealth Management first reported a position in SCHB in Q1 2018 and held it in 24 quarters. The position peaked at $1.58M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Focused Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 450 Schwab US Broad Market ETF shares in Q1 2024, an estimated $8.35K.
  • Focused Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 24 quarters.
  • Focused Wealth Management's Schwab US Broad Market ETF position peaked at $1.58M in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.