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Life Planning Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Life Planning Partners’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
-510
Closed -$9.46K – 197
2023
Q4 		$9.46K Buy
+510
New +$8.81K 0.01% 159
2022
Q3 		$7.14K Hold
510
– – 0.01% 141
2022
Q2 		$8K Hold
510
– – 0.01% 141
2022
Q1 		$9K Hold
510
– – 0.01% 135
2021
Q4 		$10K Buy
+510
New +$9.38K 0.01% 134

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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 $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Life Planning Partners's SCHB Position: Q1 2024 in Review

Life Planning Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 510 shares — an estimated $9.46K sold.

Life Planning Partners first reported a position in SCHB in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Life Planning Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 510 Schwab US Broad Market ETF shares in Q1 2024, an estimated $9.46K.
  • Life Planning Partners first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Schwab US Broad Market ETF position peaked at $10K in Q4 2021.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.