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Lake Street Advisors Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Lake Street Advisors Group’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 		$2.49M Sell
109,733
-1
-0% -$23 0.11% 114
2024
Q3 		$2.43M Hold
109,734
– – 0.11% 100
2024
Q2 		$2.31M Hold
109,734
– – 0.11% 117
2024
Q1 		$2.23M Hold
109,734
– – 0.1% 129
2023
Q4 		$2.04M Sell
109,734
-1,440
-1% -$24.9K 0.1% 134
2023
Q3 		$1.85M Buy
111,174
+2,313
+2% +$40K 0.11% 123
2023
Q2 		$1.88M Buy
108,861
+399
+0.4% +$6.5K 0.1% 127
2023
Q1 		$1.73M Buy
108,462
+414
+0.4% +$6.47K 0.11% 122
2022
Q4 		$1.61M Buy
108,048
+483
+0.4% +$7.26K 0.11% 124
2022
Q3 		$1.51M Buy
107,565
+465
+0.4% +$7.23K 0.11% 125
2022
Q2 		$1.58M Buy
107,100
+417
+0.4% +$6.69K 0.11% 120
2022
Q1 		$1.9M Buy
106,683
+303
+0.3% +$5.32K 0.12% 115
2021
Q4 		$2M Buy
106,380
+402
+0.4% +$7.4K 0.13% 114
2021
Q3 		$1.83M Buy
+105,978
New +$1.88M 0.2% 91

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
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 $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lake Street Advisors Group's SCHB Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0% in Q4 2024, selling an estimated $23 and leaving 109,733 shares worth $2.49M. The position accounts for 0.11% of the portfolio, ranked #114.

Lake Street Advisors Group first reported a position in SCHB in Q3 2021 and has held it in 14 quarters since. 1,180 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Lake Street Advisors Group held 109,733 shares of Schwab US Broad Market ETF worth $2.49M as of Q4 2024.
  • Lake Street Advisors Group sold 1 Schwab US Broad Market ETF share in Q4 2024, an estimated $23.
  • Schwab US Broad Market ETF made up 0.11% of Lake Street Advisors Group's portfolio in Q4 2024, its #114 holding.
  • Lake Street Advisors Group first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 14 quarters since.
  • 1,180 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.