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HoyleCohen’s Schwab US Broad Market ETF SCHB Stock Holding History

HoyleCohen’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
Q2 		$554K Sell
26,427
-2,289
-8% -$46.4K 0.04% 181
2024
Q1 		$584K Buy
28,716
+12
+0% +$232 0.04% 189
2023
Q4 		$533K Buy
28,704
+2,304
+9% +$39.8K 0.04% 192
2023
Q3 		$439K Buy
26,400
+12
+0% +$208 0.04% 187
2023
Q2 		$455K Sell
26,388
-438
-2% -$7.14K 0.04% 195
2023
Q1 		$428K Buy
26,826
+15
+0.1% +$235 0.04% 192
2022
Q4 		$400K Buy
26,811
+15
+0.1% +$225 0.04% 200
2022
Q3 		$375K Buy
26,796
+2,802
+12% +$43.6K 0.04% 195
2022
Q2 		$353K Buy
23,994
+3
+0% +$48 0.04% 203
2022
Q1 		$427K Buy
23,991
+3
+0% +$53 0.04% 197
2021
Q4 		$452K Buy
+23,988
New +$441K 0.04% 201

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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 $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HoyleCohen's SCHB Position: Q2 2024 in Review

HoyleCohen reduced its Schwab US Broad Market ETF (SCHB) stake by 8% in Q2 2024, selling an estimated $46.4K and leaving 26,427 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #181.

HoyleCohen first reported a position in SCHB in Q4 2021 and has held it in 11 quarters since. The position peaked at $584K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • HoyleCohen held 26,427 shares of Schwab US Broad Market ETF worth $554K as of Q2 2024.
  • HoyleCohen sold 2,289 Schwab US Broad Market ETF shares in Q2 2024, an estimated $46.4K.
  • Schwab US Broad Market ETF made up 0.04% of HoyleCohen's portfolio in Q2 2024, its #181 holding.
  • HoyleCohen first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 11 quarters since.
  • HoyleCohen's Schwab US Broad Market ETF position peaked at $584K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.