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Gunn & Company Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Gunn & Company Investment Management’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 		$235K Sell
10,590
-360
-3% -$7.69K 0.16% 58
2024
Q2 		$229K Hold
10,950
– – 0.01% 137
2024
Q1 		$223K Hold
10,950
– – 0.17% 56
2023
Q4 		$203K Buy
+10,950
New +$189K 0.01% 130

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EK
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SG
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BFG
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HWM
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Gunn & Company Investment Management's SCHB Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 3.3% in Q3 2024, selling an estimated $7.69K and leaving 10,590 shares worth $235K. The position accounts for 0.16% of the portfolio, ranked #58.

Gunn & Company Investment Management first reported a position in SCHB in Q4 2023 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Gunn & Company Investment Management held 10,590 shares of Schwab US Broad Market ETF worth $235K as of Q3 2024.
  • Gunn & Company Investment Management sold 360 Schwab US Broad Market ETF shares in Q3 2024, an estimated $7.69K.
  • Schwab US Broad Market ETF made up 0.16% of Gunn & Company Investment Management's portfolio in Q3 2024, its #58 holding.
  • Gunn & Company Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.