JWM
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Janiczek Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Janiczek Wealth 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
2024
Q2 		$818K Buy
38,919
+225
+0.6% +$4.56K 0.17% 53
2024
Q1 		$787K Buy
38,694
+2,580
+7% +$49.9K 0.17% 55
2023
Q4 		$670K Buy
36,114
+4,884
+16% +$84.4K 0.16% 52
2023
Q3 		$519K Buy
31,230
+858
+3% +$14.8K 0.14% 64
2023
Q2 		$523K Buy
30,372
+2,352
+8% +$38.3K 0.14% 51
2023
Q1 		$449K Buy
28,020
+3,804
+16% +$59.5K 0.13% 59
2022
Q4 		$377K Hold
24,216
– – 0.11% 67
2022
Q3 		$342K Buy
24,216
+9,630
+66% +$150K 0.11% 60
2022
Q2 		$235K Buy
14,586
+1,686
+13% +$27.1K 0.07% 87
2022
Q1 		$230K Sell
12,900
-4,392
-25% -$77.1K 0.06% 95
2021
Q4 		$326K Buy
17,292
+3,216
+23% +$59.2K 0.1% 68
2021
Q3 		$244K Buy
14,076
+810
+6% +$14.4K 0.09% 80
2021
Q2 		$231K Buy
13,266
+30
+0.2% +$508 0.08% 70
2021
Q1 		$213K Sell
13,236
-2,658
-17% -$41.9K 0.09% 63
2020
Q4 		$241K Buy
15,894
+2,844
+22% +$40.5K 0.12% 49
2020
Q3 		$173K Sell
13,050
-348
-3% -$4.58K 0.09% 49
2020
Q2 		$164K Hold
13,398
– – 0.09% 44
2020
Q1 		$135K Buy
13,398
+1,284
+11% +$15.5K 0.08% 43
2019
Q4 		$155K Buy
12,114
+1,524
+14% +$18.7K 0.07% 43
2019
Q3 		$125K Sell
10,590
-294
-3% -$3.47K 0.06% 49
2019
Q2 		$128K Buy
10,884
+3,414
+46% +$39.4K 0.06% 47
2019
Q1 		$85K Buy
7,470
+126
+2% +$1.38K 0.04% 63
2018
Q4 		$73K Buy
7,344
+246
+3% +$2.66K 0.04% 70
2018
Q3 		$83K Buy
7,098
+6
+0.1% +$69 0.04% 56
2018
Q2 		$78K Buy
+7,092
New +$77.5K 0.04% 60

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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Janiczek Wealth Management's SCHB Position: Q2 2024 in Review

Janiczek Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.58% in Q2 2024, buying an estimated $4.56K and bringing the position to 38,919 shares worth $818K. The position accounts for 0.17% of the portfolio, ranked #53.

Janiczek Wealth Management first reported a position in SCHB in Q2 2018 and has held it in 25 quarters since. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Janiczek Wealth Management held 38,919 shares of Schwab US Broad Market ETF worth $818K as of Q2 2024.
  • Janiczek Wealth Management bought 225 Schwab US Broad Market ETF shares in Q2 2024, an estimated $4.56K.
  • Schwab US Broad Market ETF made up 0.17% of Janiczek Wealth Management's portfolio in Q2 2024, its #53 holding.
  • Janiczek Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 25 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.