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Independence Bank of Kentucky’s Schwab US Broad Market ETF SCHB Stock Holding History

Independence Bank of Kentucky’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
-264
Closed -$5.85K – 640
2024
Q3 		$5.85K Buy
+264
New +$5.64K ﹤0.01% 521

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R
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SCM
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EK
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HCM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Independence Bank of Kentucky's SCHB Position: Q4 2024 in Review

Independence Bank of Kentucky sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 264 shares — an estimated $5.85K sold.

Independence Bank of Kentucky first reported a position in SCHB in Q3 2024 and held it in 1 quarter. The position peaked at $5.85K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Independence Bank of Kentucky reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Independence Bank of Kentucky sold 264 Schwab US Broad Market ETF shares in Q4 2024, an estimated $5.85K.
  • Independence Bank of Kentucky first reported a position in Schwab US Broad Market ETF in Q3 2024 and held it in 1 quarter.
  • Independence Bank of Kentucky's Schwab US Broad Market ETF position peaked at $5.85K in Q3 2024.
  • 1,179 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Independence Bank of Kentucky's 13F filing for Q4 2024, filed 24 Jan 2025.