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Freedom Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Freedom Investment 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
Q3 		– Sell
-77,052
Closed -$1.61M – 816
2024
Q2 		$1.61M Sell
77,052
-115,314
-60% -$2.34M 0.13% 144
2024
Q1 		$3.91M Sell
192,366
-46,416
-19% -$898K 0.31% 57
2023
Q4 		$4.43M Sell
238,782
-18,534
-7% -$320K 0.36% 49
2023
Q3 		$4.28M Sell
257,316
-145,959
-36% -$2.53M 0.52% 32
2023
Q2 		$6.95M Buy
403,275
+115,350
+40% +$1.88M 0.78% 16
2023
Q1 		$4.59M Buy
+287,925
New +$4.5M 0.52% 29

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Freedom Investment Management's SCHB Position: Q3 2024 in Review

Freedom Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 77,052 shares — an estimated $1.61M sold.

Freedom Investment Management first reported a position in SCHB in Q1 2023 and held it in 6 quarters. The position peaked at $6.95M in Q2 2023. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Freedom Investment Management reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 77,052 Schwab US Broad Market ETF shares in Q3 2024, an estimated $1.61M.
  • Freedom Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2023 and held it in 6 quarters.
  • Freedom Investment Management's Schwab US Broad Market ETF position peaked at $6.95M in Q2 2023.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.