Fortis Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Fortis Advisors’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	–	Sell	-3,006	Closed	-$47.9K	–	217
2023 Q1	$47.9K	Hold	3,006	–	–	0.03%	158
2022 Q4	$44.9K	Sell	3,006 -396	-12%	-$5.95K	0.03%	159
2022 Q3	$48K	Hold	3,402	–	–	0.03%	162
2022 Q2	$50K	Buy	+3,402	New	+$54.6K	0.03%	169

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

Fortis Advisors's SCHB Position: Q2 2023 in Review

Fortis Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2023, closing a stake of 3,006 shares — an estimated $47.9K sold.

Fortis Advisors first reported a position in SCHB in Q2 2022 and held it in 4 quarters. The position peaked at $50K in Q2 2022. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

Fortis Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 3,006 Schwab US Broad Market ETF shares in Q2 2023, an estimated $47.9K.
Fortis Advisors first reported a position in Schwab US Broad Market ETF in Q2 2022 and held it in 4 quarters.
Fortis Advisors's Schwab US Broad Market ETF position peaked at $50K in Q2 2022.
945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.