Leo Brokerage’s Schwab US Broad Market ETF SCHB Stock Holding History

Leo Brokerage’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 Q2	$2.8M	Sell	162,633 -1,029	-0.6%	-$16.8K	0.32%	46
2023 Q1	$2.61M	Buy	+163,662	New	+$2.56M	0.39%	47
2022 Q2	$2.86M	Sell	194,133 -107,553	-36%	-$1.73M	0.77%	32
2022 Q1	$5.37M	Buy	+301,686	New	+$5.3M	0.86%	21
2021 Q3	$11.3M	Buy	655,182 +1,506	+0.2%	+$26.8K	2.1%	11
2021 Q2	$11.4M	Sell	653,676 -894	-0.1%	-$15.1K	2.28%	11
2021 Q1	$10.6M	Buy	654,570 +79,902	+14%	+$1.26M	2.99%	8
2020 Q4	$8.71M	Sell	574,668 -46,770	-8%	-$666K	2.81%	9
2020 Q3	$7.61M	Buy	+621,438	New	+$8.17M	3.14%	12

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return