HKIMG
SCHB icon

Hutchens & Kramer Investment Management Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Hutchens & Kramer Investment Management Group’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
Q1 		– Sell
-14,064
Closed -$210K – 128
2022
Q4 		$210K Buy
+14,064
New +$211K 0.15% 100
2022
Q2 		– Sell
-96,630
Closed -$1.73M – 123
2022
Q1 		$1.73M Sell
96,630
-95,298
-50% -$1.67M 0.96% 27
2021
Q4 		$1.71M Buy
+191,928
New +$3.53M 1.08% 24

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 $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SCHB Position: Q1 2023 in Review

Hutchens & Kramer Investment Management Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 14,064 shares — an estimated $210K sold.

Hutchens & Kramer Investment Management Group first reported a position in SCHB in Q4 2021 and held it in 3 quarters. The position peaked at $1.73M in Q1 2022. 924 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Hutchens & Kramer Investment Management Group reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 14,064 Schwab US Broad Market ETF shares in Q1 2023, an estimated $210K.
  • Hutchens & Kramer Investment Management Group first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 3 quarters.
  • Hutchens & Kramer Investment Management Group's Schwab US Broad Market ETF position peaked at $1.73M in Q1 2022.
  • 924 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2023, filed 10 Apr 2023.