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Innovis Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Innovis Asset Management’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
Q3 		$288K Hold
17,310
– – 0.11% 112
2023
Q2 		$298K Hold
17,310
– – 0.11% 116
2023
Q1 		$276K Hold
17,310
– – 0.11% 120
2022
Q4 		$259K Buy
+17,310
New +$260K 0.12% 120

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Innovis Asset Management's SCHB Position: Q3 2023 in Review

Innovis Asset Management held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2023 at 17,310 shares worth $288K. The position accounts for 0.11% of the portfolio, ranked #112.

Innovis Asset Management first reported a position in SCHB in Q4 2022 and has held it in 4 quarters since. The position peaked at $298K in Q2 2023. 940 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Innovis Asset Management held 17,310 shares of Schwab US Broad Market ETF worth $288K as of Q3 2023.
  • Innovis Asset Management left its Schwab US Broad Market ETF share count unchanged in Q3 2023.
  • Schwab US Broad Market ETF made up 0.11% of Innovis Asset Management's portfolio in Q3 2023, its #112 holding.
  • Innovis Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 4 quarters since.
  • Innovis Asset Management's Schwab US Broad Market ETF position peaked at $298K in Q2 2023.
  • 940 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Innovis Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.