Frontier Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Frontier Wealth 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
2022 Q2	$508K	Hold	34,470	–	–	0.04%	238
2022 Q1	$594K	Sell	34,470 -2,070	-6%	-$36.3K	0.01%	230
2021 Q4	$688K	Buy	36,540 +114	+0.3%	+$2.1K	0.05%	234
2021 Q3	$630K	Sell	36,426 -2,370	-6%	-$42.2K	0.04%	240
2021 Q2	$674K	Buy	38,796 +300	+0.8%	+$5.08K	0.05%	224
2021 Q1	$620K	Buy	38,496 +1,338	+4%	+$21.1K	0.05%	214
2020 Q4	$563K	Sell	37,158 -6,378	-15%	-$90.8K	0.05%	211
2020 Q3	$578K	Sell	43,536 -408	-0.9%	-$5.37K	0.05%	196
2020 Q2	$538K	Sell	43,944 -31,848	-42%	-$367K	0.05%	199
2020 Q1	$763K	Buy	75,792 +25,104	+50%	+$304K	0.12%	142
2019 Q4	$649K	Sell	50,688 -10,248	-17%	-$126K	0.1%	146
2019 Q3	$721K	Sell	60,936 -2,244	-4%	-$26.5K	0.11%	151
2019 Q2	$743K	Sell	63,180 -5,946	-9%	-$68.7K	0.11%	145
2019 Q1	$784K	Sell	69,126 -3,990	-5%	-$43.6K	0.11%	167
2018 Q4	$730K	Buy	73,116 +4,254	+6%	+$46K	0.11%	163
2018 Q3	$808K	Sell	68,862 -4,824	-7%	-$55.6K	0.08%	170
2018 Q2	$810K	Buy	73,686 +7,980	+12%	+$87.2K	0.12%	161
2018 Q1	$699K	Buy	65,706 +9,840	+18%	+$108K	0.1%	181
2017 Q4	$601K	Sell	55,866 -9,462	-14%	-$99.2K	0.1%	187
2017 Q3	$663K	Sell	65,328 -534	-0.8%	-$5.3K	0.1%	189
2017 Q2	$642K	Buy	65,862 +19,416	+42%	+$188K	0.1%	188
2017 Q1	$442K	Sell	46,446 -324	-0.7%	-$3.04K	0.07%	241
2016 Q4	$422K	Buy	46,770 +276	+0.6%	+$2.43K	0.07%	240
2016 Q3	$405K	Buy	+46,494	New	+$404K	0.06%	235

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Frontier Wealth Management's SCHB Position: Q2 2022 in Review

Frontier Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2022 at 34,470 shares worth $508K. The position accounts for 0.04% of the portfolio, ranked #238.

Frontier Wealth Management first reported a position in SCHB in Q3 2016 and has held it in 24 quarters since. The position peaked at $810K in Q2 2018. 872 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

Frontier Wealth Management held 34,470 shares of Schwab US Broad Market ETF worth $508K as of Q2 2022.
Frontier Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q2 2022.
Schwab US Broad Market ETF made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #238 holding.
Frontier Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2016 and has held it in 24 quarters since.
Frontier Wealth Management's Schwab US Broad Market ETF position peaked at $810K in Q2 2018.
872 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.