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GW & Wade’s Schwab US Broad Market ETF SCHB Stock Holding History

GW & Wade’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
2023
Q4 		$547K Buy
29,493
+21
+0.1% +$363 0.02% 282
2023
Q3 		$490K Buy
29,472
+1,776
+6% +$30.7K 0.02% 272
2023
Q2 		$477K Buy
27,696
+12
+0% +$196 0.02% 279
2023
Q1 		$442K Buy
27,684
+1,104
+4% +$17.3K 0.02% 279
2022
Q4 		$397K Sell
26,580
-2,283
-8% -$34.3K 0.02% 283
2022
Q3 		$404K Buy
28,863
+8,754
+44% +$136K 0.02% 268
2022
Q2 		$296K Buy
20,109
+8,277
+70% +$133K 0.01% 308
2022
Q1 		$211K Buy
+11,832
New +$208K 0.01% 372

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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 $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GW & Wade's SCHB Position: Q4 2023 in Review

GW & Wade increased its Schwab US Broad Market ETF (SCHB) stake by 0.07% in Q4 2023, buying an estimated $363 and bringing the position to 29,493 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #282.

GW & Wade first reported a position in SCHB in Q1 2022 and has held it in 8 quarters since. 1,035 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • GW & Wade held 29,493 shares of Schwab US Broad Market ETF worth $547K as of Q4 2023.
  • GW & Wade bought 21 Schwab US Broad Market ETF shares in Q4 2023, an estimated $363.
  • Schwab US Broad Market ETF made up 0.02% of GW & Wade's portfolio in Q4 2023, its #282 holding.
  • GW & Wade first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 8 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.