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Hibernia Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Hibernia Wealth Partners’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
-84
Closed -$1.4K – 276
2023
Q3 		$1.4K Buy
+84
New +$1.45K ﹤0.01% 274

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Hibernia Wealth Partners's SCHB Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 84 shares — an estimated $1.4K sold.

Hibernia Wealth Partners first reported a position in SCHB in Q3 2023 and held it in 1 quarter. The position peaked at $1.4K in Q3 2023. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 84 Schwab US Broad Market ETF shares in Q4 2023, an estimated $1.4K.
  • Hibernia Wealth Partners first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Schwab US Broad Market ETF position peaked at $1.4K in Q3 2023.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.