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

Lee 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
Q4 		– Sell
-2,097
Closed -$34.8K – 916
2023
Q3 		$34.8K Buy
+2,097
New +$36.3K 0.01% 253
2023
Q2 		– Sell
-684
Closed -$10.9K – 826
2023
Q1 		$10.9K Hold
684
– – ﹤0.01% 400
2022
Q4 		$10.2K Hold
684
– – ﹤0.01% 457
2022
Q3 		$10K Hold
684
– – ﹤0.01% 439
2022
Q2 		$10K Hold
684
– – ﹤0.01% 452
2022
Q1 		$12K Hold
684
– – ﹤0.01% 412
2021
Q4 		$13K Hold
684
– – ﹤0.01% 447
2021
Q3 		$12K Hold
684
– – ﹤0.01% 403
2021
Q2 		$12K Buy
+684
New +$11.6K ﹤0.01% 385

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lee Financial's SCHB Position: Q4 2023 in Review

Lee Financial sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 2,097 shares — an estimated $34.8K sold.

Lee Financial first reported a position in SCHB in Q2 2021 and held it in 9 quarters. The position peaked at $34.8K in Q3 2023. 1,035 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Lee Financial reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 2,097 Schwab US Broad Market ETF shares in Q4 2023, an estimated $34.8K.
  • Lee Financial first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 9 quarters.
  • Lee Financial's Schwab US Broad Market ETF position peaked at $34.8K in Q3 2023.
  • 1,035 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.