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Heritage Wealth Management (Arizona)’s Schwab US Broad Market ETF SCHB Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$31.7K Buy
2,124
+1,062
+100% +$16K ﹤0.01% 572
2022
Q3 		$15K Hold
1,062
– – ﹤0.01% 592
2022
Q2 		$15.6K Sell
1,062
-4,146
-80% -$66.5K 0.01% 582
2022
Q1 		$93K Buy
+5,208
New +$91.4K 0.03% 378
2021
Q3 		$18K Hold
1,062
– – 0.01% 574
2021
Q2 		$18K Buy
+1,062
New +$18K 0.01% 578

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SCHB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Schwab US Broad Market ETF (SCHB) stake by 100% in Q4 2022, buying an estimated $16K and bringing the position to 2,124 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Heritage Wealth Management (Arizona) first reported a position in SCHB in Q2 2021 and has held it in 6 quarters since. The position peaked at $93K in Q1 2022. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,124 shares of Schwab US Broad Market ETF worth $31.7K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,062 Schwab US Broad Market ETF shares in Q4 2022, an estimated $16K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #572 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Schwab US Broad Market ETF position peaked at $93K in Q1 2022.
  • 929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.