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Householder Group Estate & Retirement Specialist’s Schwab US Broad Market ETF SCHB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-1,605
Closed -$35K – 1075
2024
Q3 		$35K Buy
1,605
+267
+20% +$5.7K 0.01% 559
2024
Q2 		$28K Hold
1,338
– – 0.01% 598
2024
Q1 		$27.3K Hold
1,338
– – 0.01% 595
2023
Q4 		$24K Hold
1,338
– – 0.01% 605
2023
Q3 		$22.2K Buy
+1,338
New +$23.2K 0.01% 617
2023
Q1 		$21K Buy
+1,338
New +$20.9K 0.01% 628
2022
Q4 		– Sell
-1,371
Closed -$19K – 964
2022
Q3 		$19K Buy
+1,371
New +$21.3K 0.01% 589

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SCHB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 1,605 shares — an estimated $35K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHB in Q3 2022 and held it in 7 quarters. The position peaked at $35K in Q3 2024. 1,183 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,605 Schwab US Broad Market ETF shares in Q4 2024, an estimated $35K.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab US Broad Market ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab US Broad Market ETF position peaked at $35K in Q3 2024.
  • 1,183 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.