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Freedom Wealth Alliance’s Schwab US Broad Market ETF SCHB Stock Holding History

Freedom Wealth Alliance’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
Q3 		$13.5M Buy
810,135
+24,030
+3% +$416K 22.15% 1
2023
Q2 		$13.8M Sell
786,105
-558
-0.1% -$9.1K 19.25% 1
2023
Q1 		$12.5M Buy
786,663
+10,446
+1% +$163K 18.85% 1
2022
Q4 		$11.6M Buy
+776,217
New +$11.7M 16.35% 1

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Freedom Wealth Alliance's SCHB Position: Q3 2023 in Review

Freedom Wealth Alliance increased its Schwab US Broad Market ETF (SCHB) stake by 3.1% in Q3 2023, buying an estimated $416K and bringing the position to 810,135 shares worth $13.5M. The position accounts for 22.15% of the portfolio, ranked #1.

Freedom Wealth Alliance first reported a position in SCHB in Q4 2022 and has held it in 4 quarters since. The position peaked at $13.8M in Q2 2023. 940 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Freedom Wealth Alliance held 810,135 shares of Schwab US Broad Market ETF worth $13.5M as of Q3 2023.
  • Freedom Wealth Alliance bought 24,030 Schwab US Broad Market ETF shares in Q3 2023, an estimated $416K.
  • Schwab US Broad Market ETF made up 22.15% of Freedom Wealth Alliance's portfolio in Q3 2023, its #1 holding.
  • Freedom Wealth Alliance first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Schwab US Broad Market ETF position peaked at $13.8M in Q2 2023.
  • 940 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.