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Galvin Gaustad & Stein’s Schwab US Broad Market ETF SCHB Stock Holding History

Galvin Gaustad & Stein’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
Q1 		– Sell
-15,600
Closed -$294K – 182
2021
Q4 		$294K Buy
+15,600
New +$287K 0.03% 148

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Galvin Gaustad & Stein's SCHB Position: Q1 2022 in Review

Galvin Gaustad & Stein sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 15,600 shares — an estimated $294K sold.

Galvin Gaustad & Stein first reported a position in SCHB in Q4 2021 and held it in 1 quarter. The position peaked at $294K in Q4 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Galvin Gaustad & Stein reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 15,600 Schwab US Broad Market ETF shares in Q1 2022, an estimated $294K.
  • Galvin Gaustad & Stein first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 1 quarter.
  • Galvin Gaustad & Stein's Schwab US Broad Market ETF position peaked at $294K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2022, filed 27 Apr 2022.