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

GoalVest Advisory’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 Q2	–	Sell	-876	Closed	-$14K	–	400
2023 Q1	$14K	Buy	876 +264	+43%	+$4.13K	0.01%	173
2022 Q4	$9.14K	Hold	612	–	–	0.01%	188
2022 Q3	$9K	Hold	612	–	–	0.01%	192
2022 Q2	$9K	Sell	612 -624	-50%	-$10K	0.01%	253
2022 Q1	$22K	Buy	+1,236	New	+$21.7K	0.01%	193

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

GoalVest Advisory's SCHB Position: Q2 2023 in Review

GoalVest Advisory sold out of Schwab US Broad Market ETF (SCHB) in Q2 2023, closing a stake of 876 shares — an estimated $14K sold.

GoalVest Advisory first reported a position in SCHB in Q1 2022 and held it in 5 quarters. The position peaked at $22K in Q1 2022. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

GoalVest Advisory reported no remaining Schwab US Broad Market ETF position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 876 Schwab US Broad Market ETF shares in Q2 2023, an estimated $14K.
GoalVest Advisory first reported a position in Schwab US Broad Market ETF in Q1 2022 and held it in 5 quarters.
GoalVest Advisory's Schwab US Broad Market ETF position peaked at $22K in Q1 2022.
945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.