Highland Private Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Highland Private Wealth Management’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	–	Sell	-17,247	Closed	-$241K	–	127
2022 Q3	$241K	Hold	17,247	–	–	0.04%	158
2022 Q2	$254K	Hold	17,247	–	–	0.04%	148
2022 Q1	$307K	Sell	17,247 -7,863	-31%	-$138K	0.04%	131
2021 Q4	$473K	Buy	25,110 +6	+0%	+$110	0.06%	101
2021 Q3	$435K	Hold	25,104	–	–	0.06%	102
2021 Q2	$436K	Buy	25,104 +708	+3%	+$12K	0.06%	101
2021 Q1	$393K	Buy	24,396 +7,164	+42%	+$113K	0.06%	104
2020 Q4	$261K	Hold	17,232	–	–	0.05%	121
2020 Q3	$229K	Hold	17,232	–	–	0.05%	120
2020 Q2	$211K	Buy	+17,232	New	+$199K	0.05%	125

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Highland Private Wealth Management's SCHB Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2022, closing a stake of 17,247 shares — an estimated $241K sold.

Highland Private Wealth Management first reported a position in SCHB in Q2 2020 and held it in 10 quarters. The position peaked at $473K in Q4 2021. 931 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

Highland Private Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2022 after selling out during the quarter.
Highland Private Wealth Management sold 17,247 Schwab US Broad Market ETF shares in Q4 2022, an estimated $241K.
Highland Private Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2020 and held it in 10 quarters.
Highland Private Wealth Management's Schwab US Broad Market ETF position peaked at $473K in Q4 2021.
931 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.