Laurel Wealth Advisors (California)’s Schwab US Broad Market ETF SCHB Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$1.21M	Sell	81,102 -3,465	-4%	-$52.1K	0.12%	182
2022 Q3	$1.18M	Sell	84,567 -78	-0.1%	-$1.21K	0.13%	178
2022 Q2	$1.25M	Buy	84,645 +12	+0%	+$193	0.13%	182
2022 Q1	$1.51M	Buy	84,633 +5,091	+6%	+$89.4K	0.12%	176
2021 Q4	$1.5M	Buy	79,542 +1,926	+2%	+$35.4K	0.12%	178
2021 Q3	$1.34M	Hold	77,616	–	–	0.25%	90
2021 Q2	$1.35M	Buy	77,616 +132	+0.2%	+$2.23K	0.17%	132
2021 Q1	$1.25M	Sell	77,484 -6,018	-7%	-$94.9K	0.19%	127
2020 Q4	$1.27M	Buy	83,502 +234	+0.3%	+$3.33K	0.19%	127
2020 Q3	$1.1M	Sell	83,268 -1,014	-1%	-$13.3K	0.18%	128
2020 Q2	$1.03M	Buy	84,282 +174	+0.2%	+$2.01K	0.19%	125
2020 Q1	$847K	Sell	84,108 -774	-0.9%	-$9.37K	0.19%	129
2019 Q4	$1.09M	Sell	84,882 -20,304	-19%	-$249K	0.18%	146
2019 Q3	$1.25M	Buy	105,186 +21,954	+26%	+$259K	0.21%	128
2019 Q2	$978K	Sell	83,232 -696	-0.8%	-$8.04K	0.21%	123
2019 Q1	$952K	Buy	83,928 +51,702	+160%	+$565K	0.23%	115
2018 Q4	$321K	Buy	32,226 +11,370	+55%	+$123K	0.09%	240
2018 Q3	$244K	Buy	20,856 +84	+0.4%	+$968	0.06%	335
2018 Q2	$228K	Hold	20,772	–	–	0.06%	337
2018 Q1	$220K	Sell	20,772 -21,156	-50%	-$232K	0.07%	310
2017 Q4	$450K	Buy	41,928 +13,986	+50%	+$147K	0.13%	181
2017 Q3	$283K	Sell	27,942 -1,884	-6%	-$18.7K	0.09%	228
2017 Q2	$290K	Hold	29,826	–	–	0.1%	214
2017 Q1	$283K	Buy	29,826 +2,226	+8%	+$20.9K	0.11%	206
2016 Q4	$249K	Buy	+27,600	New	+$243K	0.11%	196

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

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

HCM

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SCHB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Schwab US Broad Market ETF (SCHB) stake by 4.1% in Q4 2022, selling an estimated $52.1K and leaving 81,102 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #182.

Laurel Wealth Advisors (California) first reported a position in SCHB in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.51M in Q1 2022. 932 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

Laurel Wealth Advisors (California) held 81,102 shares of Schwab US Broad Market ETF worth $1.21M as of Q4 2022.
Laurel Wealth Advisors (California) sold 3,465 Schwab US Broad Market ETF shares in Q4 2022, an estimated $52.1K.
Schwab US Broad Market ETF made up 0.12% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #182 holding.
Laurel Wealth Advisors (California) first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 25 quarters since.
Laurel Wealth Advisors (California)'s Schwab US Broad Market ETF position peaked at $1.51M in Q1 2022.
932 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.