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Gratus Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Gratus Capital’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
Q2 		$456K Sell
21,750
-7,566
-26% -$153K 0.02% 266
2024
Q1 		$597K Buy
29,316
+84
+0.3% +$1.63K 0.03% 211
2023
Q4 		$542K Buy
29,232
+114
+0.4% +$1.97K 0.03% 181
2023
Q3 		$484K Buy
+29,118
New +$504K 0.03% 174

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Gratus Capital's SCHB Position: Q2 2024 in Review

Gratus Capital reduced its Schwab US Broad Market ETF (SCHB) stake by 26% in Q2 2024, selling an estimated $153K and leaving 21,750 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #266.

Gratus Capital first reported a position in SCHB in Q3 2023 and has held it in 4 quarters since. The position peaked at $597K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Gratus Capital held 21,750 shares of Schwab US Broad Market ETF worth $456K as of Q2 2024.
  • Gratus Capital sold 7,566 Schwab US Broad Market ETF shares in Q2 2024, an estimated $153K.
  • Schwab US Broad Market ETF made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #266 holding.
  • Gratus Capital first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 4 quarters since.
  • Gratus Capital's Schwab US Broad Market ETF position peaked at $597K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.