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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
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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
R
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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. 946 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.
  • 946 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.