Johnson Midwest Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Johnson Midwest Financial’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	$18.4K	Hold	1,110	–	–	0.04%	147
2023 Q2	$19.1K	Hold	1,110	–	–	0.02%	151
2023 Q1	$17.7K	Hold	1,110	–	–	0.03%	158
2022 Q4	$17K	Hold	1,110	–	–	0.06%	156
2022 Q3	$16	Hold	1,110	–	–	0.06%	156
2022 Q2	$16K	Hold	1,110	–	–	0.02%	147
2022 Q1	$20K	Hold	1,110	–	–	0.03%	128
2021 Q4	$21K	Hold	1,110	–	–	0.02%	135
2021 Q3	$19K	Hold	1,110	–	–	0.02%	144
2021 Q2	$19K	Buy	+1,110	New	+$18.8K	0.02%	138

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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

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

Evergreen Advisors Chattanooga, Tennessee $426M AUM

Johnson Midwest Financial's SCHB Position: Q3 2023 in Review

Johnson Midwest Financial held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2023 at 1,110 shares worth $18.4K. The position accounts for 0.04% of the portfolio, ranked #147.

Johnson Midwest Financial first reported a position in SCHB in Q2 2021 and has held it in 10 quarters since. The position peaked at $21K in Q4 2021. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

Johnson Midwest Financial held 1,110 shares of Schwab US Broad Market ETF worth $18.4K as of Q3 2023.
Johnson Midwest Financial left its Schwab US Broad Market ETF share count unchanged in Q3 2023.
Schwab US Broad Market ETF made up 0.04% of Johnson Midwest Financial's portfolio in Q3 2023, its #147 holding.
Johnson Midwest Financial first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 10 quarters since.
Johnson Midwest Financial's Schwab US Broad Market ETF position peaked at $21K in Q4 2021.
939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.