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Investors Asset Management of Georgia’s Schwab US Broad Market ETF SCHB Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-987
Closed -$14K – 447
2022
Q3 		$14K Buy
987
+3
+0.3% +$47 0.01% 436
2022
Q2 		$14K Buy
+984
New +$15.8K 0.01% 374

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 $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Investors Asset Management of Georgia's SCHB Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Schwab US Broad Market ETF (SCHB) in Q4 2022, closing a stake of 987 shares — an estimated $14K sold.

Investors Asset Management of Georgia first reported a position in SCHB in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q3 2022. 931 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Schwab US Broad Market ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 987 Schwab US Broad Market ETF shares in Q4 2022, an estimated $14K.
  • Investors Asset Management of Georgia first reported a position in Schwab US Broad Market ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Schwab US Broad Market ETF position peaked at $14K in Q3 2022.
  • 931 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.