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

Imprint Wealth’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
Q1 		$1.15M Buy
+56,538
New +$1.09M 0.28% 83

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 $901M AUM 21.04% 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

Imprint Wealth's SCHB Position: Q1 2024 in Review

Imprint Wealth opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2024: 56,538 shares worth $1.15M. The stake represents 0.28% of the portfolio and ranks #83 among its holdings.

1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Imprint Wealth held 56,538 shares of Schwab US Broad Market ETF worth $1.15M as of Q1 2024.
  • Schwab US Broad Market ETF was a new Imprint Wealth position in Q1 2024.
  • Schwab US Broad Market ETF made up 0.28% of Imprint Wealth's portfolio in Q1 2024, its #83 holding.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.