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Leelyn Smith’s Schwab US Broad Market ETF SCHB Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-2,301
Closed -$34.4K – 357
2022
Q4 		$34.4K Hold
2,301
– – 0.01% 207
2022
Q3 		$32K Buy
+2,301
New +$35.8K 0.01% 185

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Leelyn Smith's SCHB Position: Q1 2023 in Review

Leelyn Smith sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 2,301 shares — an estimated $34.4K sold.

Leelyn Smith first reported a position in SCHB in Q3 2022 and held it in 2 quarters. The position peaked at $34.4K in Q4 2022. 924 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Leelyn Smith reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 2,301 Schwab US Broad Market ETF shares in Q1 2023, an estimated $34.4K.
  • Leelyn Smith first reported a position in Schwab US Broad Market ETF in Q3 2022 and held it in 2 quarters.
  • Leelyn Smith's Schwab US Broad Market ETF position peaked at $34.4K in Q4 2022.
  • 924 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.