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

Joseph Group Capital 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
Q4 		– Sell
-2,973
Closed -$65.9K – 88
2024
Q3 		$65.9K Buy
+2,973
New +$63.5K 0.03% 65

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Betterment LLC
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R
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SCM
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EK
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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 $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Joseph Group Capital Management's SCHB Position: Q4 2024 in Review

Joseph Group Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 2,973 shares — an estimated $65.9K sold.

Joseph Group Capital Management first reported a position in SCHB in Q3 2024 and held it in 1 quarter. The position peaked at $65.9K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Joseph Group Capital Management reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Joseph Group Capital Management sold 2,973 Schwab US Broad Market ETF shares in Q4 2024, an estimated $65.9K.
  • Joseph Group Capital Management first reported a position in Schwab US Broad Market ETF in Q3 2024 and held it in 1 quarter.
  • Joseph Group Capital Management's Schwab US Broad Market ETF position peaked at $65.9K in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Joseph Group Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.