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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

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

Leo Brokerage's SCHB Position: Q2 2023 in Review

Leo Brokerage reduced its Schwab US Broad Market ETF (SCHB) stake by 0.63% in Q2 2023, selling an estimated $16.8K and leaving 162,633 shares worth $2.8M. The position accounts for 0.32% of the portfolio, ranked #46.

Leo Brokerage first reported a position in SCHB in Q3 2020 and has held it in 9 quarters since. The position peaked at $11.4M in Q2 2021. 947 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

Leo Brokerage held 162,633 shares of Schwab US Broad Market ETF worth $2.8M as of Q2 2023.
Leo Brokerage sold 1,029 Schwab US Broad Market ETF shares in Q2 2023, an estimated $16.8K.
Schwab US Broad Market ETF made up 0.32% of Leo Brokerage's portfolio in Q2 2023, its #46 holding.
Leo Brokerage first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 9 quarters since.
Leo Brokerage's Schwab US Broad Market ETF position peaked at $11.4M in Q2 2021.
947 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.