Heritage Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Heritage Wealth 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
2023 Q4	–	Sell	-13,755	Closed	-$229K	–	586
2023 Q3	$229K	Hold	13,755	–	–	0.01%	187
2023 Q2	$237K	Hold	13,755	–	–	0.01%	192
2023 Q1	$219K	Sell	13,755 -1,794	-12%	-$28.1K	0.01%	193
2022 Q4	$232K	Hold	15,549	–	–	0.01%	193
2022 Q3	$218K	Hold	15,549	–	–	0.02%	191
2022 Q2	$229K	Hold	15,549	–	–	0.02%	190
2022 Q1	$277K	Sell	15,549 -3	-0%	-$53	0.02%	168
2021 Q4	$293K	Hold	15,552	–	–	0.02%	166
2021 Q3	$269K	Hold	15,552	–	–	0.02%	173
2021 Q2	$270K	Hold	15,552	–	–	0.02%	180
2021 Q1	$251K	Hold	15,552	–	–	0.02%	187
2020 Q4	$236K	Hold	15,552	–	–	0.01%	185
2020 Q3	$206K	Hold	15,552	–	–	0.03%	145
2020 Q2	$190K	Hold	15,552	–	–	0.03%	144
2020 Q1	$157K	Hold	15,552	–	–	0.03%	153
2019 Q4	$199K	Hold	15,552	–	–	0.03%	168
2019 Q3	$184K	Sell	15,552 -27,534	-64%	-$325K	0.03%	162
2019 Q2	$506K	Buy	+43,086	New	+$498K	0.08%	89

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Heritage Wealth Advisors's SCHB Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 13,755 shares — an estimated $229K sold.

Heritage Wealth Advisors first reported a position in SCHB in Q2 2019 and held it in 18 quarters. The position peaked at $506K in Q2 2019. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

Heritage Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 13,755 Schwab US Broad Market ETF shares in Q4 2023, an estimated $229K.
Heritage Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q2 2019 and held it in 18 quarters.
Heritage Wealth Advisors's Schwab US Broad Market ETF position peaked at $506K in Q2 2019.
1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.