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Legacy Bridge’s Schwab US Broad Market ETF SCHB Stock Holding History

Legacy Bridge’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
Q1 		– Sell
-6,150
Closed -$114K – 324
2023
Q4 		$114K Hold
6,150
– – 0.07% 162
2023
Q3 		$102K Hold
6,150
– – 0.07% 170
2023
Q2 		$106K Hold
6,150
– – 0.07% 169
2023
Q1 		$98.1K Hold
6,150
– – 0.07% 175
2022
Q4 		$91.9K Hold
6,150
– – 0.07% 174
2022
Q3 		$86K Hold
6,150
– – 0.07% 168
2022
Q2 		$91K Hold
6,150
– – 0.07% 173
2022
Q1 		$109K Hold
6,150
– – 0.06% 174
2021
Q4 		$116K Hold
6,150
– – 0.06% 173
2021
Q3 		$106K Hold
6,150
– – 0.06% 171
2021
Q2 		$107K Hold
6,150
– – 0.06% 170
2021
Q1 		$99K Hold
6,150
– – 0.06% 168
2020
Q4 		$93K Hold
6,150
– – 0.07% 166
2020
Q3 		$82K Hold
6,150
– – 0.07% 159
2020
Q2 		$75K Hold
6,150
– – 0.08% 157
2020
Q1 		$62K Hold
6,150
– – 0.08% 159
2019
Q4 		$79K Hold
6,150
– – 0.07% 172
2019
Q3 		$73K Hold
6,150
– – 0.07% 168
2019
Q2 		$72K Hold
6,150
– – 0.07% 169
2019
Q1 		$70K Hold
6,150
– – 0.07% 166
2018
Q4 		$61K Buy
+6,150
New +$66.5K 0.08% 162

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Legacy Bridge's SCHB Position: Q1 2024 in Review

Legacy Bridge sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 6,150 shares — an estimated $114K sold.

Legacy Bridge first reported a position in SCHB in Q4 2018 and held it in 21 quarters. The position peaked at $116K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Legacy Bridge reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Legacy Bridge sold 6,150 Schwab US Broad Market ETF shares in Q1 2024, an estimated $114K.
  • Legacy Bridge first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 21 quarters.
  • Legacy Bridge's Schwab US Broad Market ETF position peaked at $116K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Legacy Bridge's 13F filing for Q1 2024, filed 25 Apr 2024.