JBJ Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

JBJ Investment Partners’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
2021 Q4	$90.7M	Sell	4,814,778 -219,942	-4%	-$4.05M	18.71%	1
2021 Q3	$87.2M	Sell	5,034,720 -168,906	-3%	-$3M	18.1%	1
2021 Q2	$90.4M	Sell	5,203,626 -262,902	-5%	-$4.45M	18.57%	1
2021 Q1	$88.1M	Sell	5,466,528 -49,704	-0.9%	-$784K	19.27%	1
2020 Q4	$83.7M	Buy	5,516,232 +312,720	+6%	+$4.45M	19.02%	1
2020 Q3	$69.1M	Buy	5,203,512 +2,530,332	+95%	+$33.3M	18.06%	1
2020 Q2	$32.7M	Buy	2,673,180 +40,374	+2%	+$465K	9.38%	2
2020 Q1	$26.5M	Sell	2,632,806 -193,056	-7%	-$2.34M	9.51%	3
2019 Q4	$36.2M	Sell	2,825,862 -28,338	-1%	-$348K	11.11%	3
2019 Q3	$33.8M	Buy	2,854,200 +98,904	+4%	+$1.17M	11.37%	3
2019 Q2	$32.4M	Sell	2,755,296 -340,674	-11%	-$3.93M	11.72%	3
2019 Q1	$35.1M	Buy	+3,095,970	New	+$33.8M	13.37%	2

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM

JBJ Investment Partners's SCHB Position: Q4 2021 in Review

JBJ Investment Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 4.4% in Q4 2021, selling an estimated $4.05M and leaving 4,814,778 shares worth $90.7M. The position accounts for 18.71% of the portfolio, ranked #1.

JBJ Investment Partners first reported a position in SCHB in Q1 2019 and has held it in 12 quarters since. 894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

JBJ Investment Partners held 4,814,778 shares of Schwab US Broad Market ETF worth $90.7M as of Q4 2021.
JBJ Investment Partners sold 219,942 Schwab US Broad Market ETF shares in Q4 2021, an estimated $4.05M.
Schwab US Broad Market ETF made up 18.71% of JBJ Investment Partners's portfolio in Q4 2021, its #1 holding.
JBJ Investment Partners first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 12 quarters since.
894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.