HC Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

HC Financial Advisors’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
2022 Q2	$206K	Hold	13,971	–	–	0.14%	76
2022 Q1	$249K	Buy	13,971 +3	+0%	+$53	0.15%	75
2021 Q4	$263K	Hold	13,968	–	–	0.15%	74
2021 Q3	$242K	Hold	13,968	–	–	0.15%	74
2021 Q2	$243K	Hold	13,968	–	–	0.14%	76
2021 Q1	$225K	Buy	13,968 +18	+0.1%	+$284	0.14%	73
2020 Q4	$212K	Buy	13,950 +13,500	+3,000%	+$192K	0.14%	73
2020 Q3	$6K	Hold	450	–	–	﹤0.01%	306
2020 Q2	$5K	Buy	450 +102	+29%	+$1.18K	﹤0.01%	293
2020 Q1	$4K	Buy	+348	New	+$4.21K	﹤0.01%	319

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HC Financial Advisors's SCHB Position: Q2 2022 in Review

HC Financial Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2022 at 13,971 shares worth $206K. The position accounts for 0.14% of the portfolio, ranked #76.

HC Financial Advisors first reported a position in SCHB in Q1 2020 and has held it in 10 quarters since. The position peaked at $263K in Q4 2021. 871 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

HC Financial Advisors held 13,971 shares of Schwab US Broad Market ETF worth $206K as of Q2 2022.
HC Financial Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2022.
Schwab US Broad Market ETF made up 0.14% of HC Financial Advisors's portfolio in Q2 2022, its #76 holding.
HC Financial Advisors first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Schwab US Broad Market ETF position peaked at $263K in Q4 2021.
871 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.