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Insight 2811 Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Insight 2811 Inc’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 		– Sell
-21,855
Closed -$377K – 94
2023
Q2 		$377K Buy
21,855
+3,156
+17% +$51.4K 0.2% 56
2023
Q1 		$298K Buy
+18,699
New +$292K 0.18% 67
2022
Q2 		– Sell
-30,600
Closed -$545K – 94
2022
Q1 		$545K Sell
30,600
-12,570
-29% -$221K 0.32% 33
2021
Q4 		$813K Buy
43,170
+3,360
+8% +$61.8K 0.46% 25
2021
Q3 		$689K Sell
39,810
-1,422
-3% -$25.3K 0.41% 24
2021
Q2 		$717K Buy
41,232
+17,544
+74% +$297K 0.4% 25
2021
Q1 		$382K Sell
23,688
-2,796
-11% -$44.1K 0.22% 46
2020
Q4 		$402K Buy
+26,484
New +$377K 0.24% 42

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 $1.76B AUM 18.21% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Insight 2811 Inc's SCHB Position: Q3 2023 in Review

Insight 2811 Inc sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 21,855 shares — an estimated $377K sold.

Insight 2811 Inc first reported a position in SCHB in Q4 2020 and held it in 8 quarters. The position peaked at $813K in Q4 2021. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Insight 2811 Inc reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Insight 2811 Inc sold 21,855 Schwab US Broad Market ETF shares in Q3 2023, an estimated $377K.
  • Insight 2811 Inc first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 8 quarters.
  • Insight 2811 Inc's Schwab US Broad Market ETF position peaked at $813K in Q4 2021.
  • 939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Insight 2811 Inc's 13F filing for Q3 2023, filed 14 Nov 2023.