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Fortitude Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-4,320
Closed -$77K – 1063
2022
Q1 		$77K Hold
4,320
– – 0.04% 404
2021
Q4 		$81K Buy
+4,320
New +$79.5K 0.04% 403

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SCM
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EK
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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Fortitude Advisory Group's SCHB Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 4,320 shares — an estimated $77K sold.

Fortitude Advisory Group first reported a position in SCHB in Q4 2021 and held it in 2 quarters. The position peaked at $81K in Q4 2021. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 4,320 Schwab US Broad Market ETF shares in Q2 2022, an estimated $77K.
  • Fortitude Advisory Group first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Schwab US Broad Market ETF position peaked at $81K in Q4 2021.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.