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Ledge Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Ledge Wealth 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
2023
Q4 		$273K Hold
14,736
– – 0.11% 54
2023
Q3 		$245K Hold
14,736
– – 0.11% 56
2023
Q2 		$254K Sell
14,736
-24
-0.2% -$391 0.12% 55
2023
Q1 		$235K Hold
14,760
– – 0.11% 61
2022
Q4 		$220K Sell
14,760
-405
-3% -$6.09K 0.1% 69
2022
Q3 		$212K Hold
15,165
– – 0.13% 63
2022
Q2 		$223K Hold
15,165
– – 0.14% 63
2022
Q1 		$270K Buy
+15,165
New +$266K 0.17% 64

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ledge Wealth Management's SCHB Position: Q4 2023 in Review

Ledge Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q4 2023 at 14,736 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #54.

Ledge Wealth Management first reported a position in SCHB in Q1 2022 and has held it in 8 quarters since. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Ledge Wealth Management held 14,736 shares of Schwab US Broad Market ETF worth $273K as of Q4 2023.
  • Ledge Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q4 2023.
  • Schwab US Broad Market ETF made up 0.11% of Ledge Wealth Management's portfolio in Q4 2023, its #54 holding.
  • Ledge Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 8 quarters since.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.