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Goldstein Munger & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Goldstein Munger & Associates’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
Q3 		$546K Hold
39,021
– – 0.18% 26
2022
Q2 		$575K Sell
39,021
-60
-0.2% -$963 0.17% 26
2022
Q1 		$695K Sell
39,081
-3
-0% -$53 0.18% 27
2021
Q4 		$736K Hold
39,084
– – 0.19% 26
2021
Q3 		$677K Hold
39,084
– – 0.18% 26
2021
Q2 		$679K Sell
39,084
-720
-2% -$12.2K 0.18% 27
2021
Q1 		$642K Hold
39,804
– – 0.18% 27
2020
Q4 		$604K Sell
39,804
-138
-0.3% -$1.97K 0.18% 29
2020
Q3 		$530K Sell
39,942
-348
-0.9% -$4.58K 0.18% 29
2020
Q2 		$493K Buy
+40,290
New +$464K 0.19% 31
2017
Q1 		– Sell
-29,622
Closed -$267K – 42
2016
Q4 		$267K Buy
29,622
+4,296
+17% +$37.8K 0.12% 34
2016
Q3 		$221K Buy
25,326
+1,272
+5% +$11K 0.1% 31
2016
Q2 		$202K Buy
+24,054
New +$200K 0.09% 32

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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Goldstein Munger & Associates's SCHB Position: Q3 2022 in Review

Goldstein Munger & Associates held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2022 at 39,021 shares worth $546K. The position accounts for 0.18% of the portfolio, ranked #26.

Goldstein Munger & Associates first reported a position in SCHB in Q2 2016 and has held it in 13 quarters since. The position peaked at $736K in Q4 2021. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • Goldstein Munger & Associates held 39,021 shares of Schwab US Broad Market ETF worth $546K as of Q3 2022.
  • Goldstein Munger & Associates left its Schwab US Broad Market ETF share count unchanged in Q3 2022.
  • Schwab US Broad Market ETF made up 0.18% of Goldstein Munger & Associates's portfolio in Q3 2022, its #26 holding.
  • Goldstein Munger & Associates first reported a position in Schwab US Broad Market ETF in Q2 2016 and has held it in 13 quarters since.
  • Goldstein Munger & Associates's Schwab US Broad Market ETF position peaked at $736K in Q4 2021.
  • 855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.