Gradient Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-30	Closed	-$629	–	1082
2024 Q2	$629	Hold	30	–	–	﹤0.01%	1156
2024 Q1	$611	Sell	30 -1,122	-97%	-$21.7K	﹤0.01%	990
2023 Q4	$21.4K	Buy	1,152 +30	+3%	+$518	﹤0.01%	694
2023 Q3	$18.6K	Hold	1,122	–	–	﹤0.01%	686
2023 Q2	$19.3K	Hold	1,122	–	–	﹤0.01%	694
2023 Q1	$17.9K	Hold	1,122	–	–	﹤0.01%	701
2022 Q4	$16.8K	Hold	1,122	–	–	﹤0.01%	720
2022 Q3	$16K	Hold	1,122	–	–	﹤0.01%	706
2022 Q2	$17K	Hold	1,122	–	–	﹤0.01%	677
2022 Q1	$20K	Hold	1,122	–	–	﹤0.01%	653
2021 Q4	$21K	Sell	1,122 -1,062	-49%	-$19.5K	﹤0.01%	649
2021 Q3	$38K	Hold	2,184	–	–	﹤0.01%	513
2021 Q2	$38K	Hold	2,184	–	–	﹤0.01%	514
2021 Q1	$35K	Hold	2,184	–	–	﹤0.01%	524
2020 Q4	$29K	Hold	2,184	–	–	﹤0.01%	496
2020 Q3	$29K	Hold	2,184	–	–	﹤0.01%	500
2020 Q2	$27K	Hold	2,184	–	–	﹤0.01%	480
2020 Q1	$22K	Sell	2,184 -780	-26%	-$9.44K	﹤0.01%	499
2019 Q4	$38K	Hold	2,964	–	–	﹤0.01%	451
2019 Q3	$35K	Hold	2,964	–	–	﹤0.01%	441
2019 Q2	$35K	Buy	2,964 +2,184	+280%	+$25.2K	﹤0.01%	427
2019 Q1	$9K	Hold	780	–	–	﹤0.01%	574
2018 Q4	$8K	Hold	780	–	–	﹤0.01%	635
2018 Q3	$9K	Hold	780	–	–	﹤0.01%	649
2018 Q2	$9K	Hold	780	–	–	﹤0.01%	633
2018 Q1	$8K	Hold	780	–	–	﹤0.01%	667
2017 Q4	$8K	Buy	+780	New	+$8.18K	﹤0.01%	631
2017 Q3	–	Sell	-780	Closed	-$8K	–	615
2017 Q2	$8K	Buy	+780	New	+$7.53K	﹤0.01%	516
2015 Q3	–	Sell	-960	Closed	-$8K	–	671
2015 Q2	$8K	Hold	960	–	–	﹤0.01%	416
2015 Q1	$8K	Sell	960 -600	-38%	-$5.02K	﹤0.01%	440
2014 Q4	$13K	Sell	1,560 -240	-13%	-$1.94K	﹤0.01%	331
2014 Q3	$14K	Buy	+1,800	New	+$14.4K	﹤0.01%	304
2014 Q2	–	Sell	-1,500	Closed	-$11K	–	556
2014 Q1	$11K	Buy	+1,500	New	+$11.2K	﹤0.01%	337

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

Rebalance Palo Alto, California $1.72B AUM 13.51% 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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return