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InterOcean Capital Group’s Schwab US Broad Market ETF SCHB Stock Holding History

InterOcean Capital 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
2024
Q1 		$1.05M Buy
51,684
+2,820
+6% +$54.6K 0.03% 205
2023
Q4 		$907K Sell
48,864
-9,597
-16% -$166K 0.02% 207
2023
Q3 		$971K Sell
58,461
-699
-1% -$12.1K 0.03% 189
2023
Q2 		$1.02M Buy
59,160
+2,733
+5% +$44.6K 0.03% 176
2023
Q1 		$900K Buy
56,427
+1,767
+3% +$27.6K 0.03% 196
2022
Q4 		$816K Sell
54,660
-1,902
-3% -$28.6K 0.03% 202
2022
Q3 		$792K Sell
56,562
-4,125
-7% -$64.2K 0.03% 184
2022
Q2 		$894K Buy
60,687
+7,059
+13% +$113K 0.04% 174
2022
Q1 		$954K Sell
53,628
-342
-0.6% -$6K 0.04% 127
2021
Q4 		$1.02M Sell
53,970
-228
-0.4% -$4.2K 0.04% 122
2021
Q3 		$938K Buy
54,198
+1,734
+3% +$30.8K 0.05% 122
2021
Q2 		$912K Buy
52,464
+24,906
+90% +$422K 0.05% 125
2021
Q1 		$444K Sell
27,558
-2,442
-8% -$38.5K 0.03% 159
2020
Q4 		$455K Buy
+30,000
New +$427K 0.03% 138

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

InterOcean Capital Group's SCHB Position: Q1 2024 in Review

InterOcean Capital Group increased its Schwab US Broad Market ETF (SCHB) stake by 5.8% in Q1 2024, buying an estimated $54.6K and bringing the position to 51,684 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #205.

InterOcean Capital Group first reported a position in SCHB in Q4 2020 and has held it in 14 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • InterOcean Capital Group held 51,684 shares of Schwab US Broad Market ETF worth $1.05M as of Q1 2024.
  • InterOcean Capital Group bought 2,820 Schwab US Broad Market ETF shares in Q1 2024, an estimated $54.6K.
  • Schwab US Broad Market ETF made up 0.03% of InterOcean Capital Group's portfolio in Q1 2024, its #205 holding.
  • InterOcean Capital Group first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 14 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.