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Gryphon Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Gryphon Financial Partners’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
Q4 		– Sell
-12,906
Closed -$286K – 280
2024
Q3 		$286K Sell
12,906
-1,053
-8% -$22.5K 0.04% 239
2024
Q2 		$293K Buy
+13,959
New +$283K 0.04% 224

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SCM
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EK
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HCM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
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Gryphon Financial Partners's SCHB Position: Q4 2024 in Review

Gryphon Financial Partners sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 12,906 shares — an estimated $286K sold.

Gryphon Financial Partners first reported a position in SCHB in Q2 2024 and held it in 2 quarters. The position peaked at $293K in Q2 2024. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Gryphon Financial Partners reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Gryphon Financial Partners sold 12,906 Schwab US Broad Market ETF shares in Q4 2024, an estimated $286K.
  • Gryphon Financial Partners first reported a position in Schwab US Broad Market ETF in Q2 2024 and held it in 2 quarters.
  • Gryphon Financial Partners's Schwab US Broad Market ETF position peaked at $293K in Q2 2024.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Gryphon Financial Partners's 13F filing for Q4 2024, filed 6 Feb 2025.