LifePro Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

LifePro Asset Management’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 Q3	–	Sell	-39,558	Closed	-$682K	–	127
2023 Q2	$682K	Hold	39,558	–	–	0.53%	47
2023 Q1	$591K	Hold	39,558	–	–	0.43%	57
2022 Q4	$591K	Hold	39,558	–	–	0.43%	56
2022 Q3	$554K	Hold	39,558	–	–	0.32%	35
2022 Q2	$583K	Hold	39,558	–	–	0.3%	58
2022 Q1	$704K	Hold	39,558	–	–	0.25%	55
2021 Q4	$745K	Hold	39,558	–	–	0.22%	48
2021 Q3	$685K	Hold	39,558	–	–	0.21%	44
2021 Q2	$687K	Sell	39,558 -48	-0.1%	-$812	0.2%	37
2021 Q1	$638K	Buy	39,606 +2,934	+8%	+$46.3K	0.2%	37
2020 Q4	$556K	Buy	+36,672	New	+$522K	0.17%	47

Other funds holding SCHB

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

SCM

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM

LifePro Asset Management's SCHB Position: Q3 2023 in Review

LifePro Asset Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 39,558 shares — an estimated $682K sold.

LifePro Asset Management first reported a position in SCHB in Q4 2020 and held it in 11 quarters. The position peaked at $745K in Q4 2021. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

LifePro Asset Management reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
LifePro Asset Management sold 39,558 Schwab US Broad Market ETF shares in Q3 2023, an estimated $682K.
LifePro Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 11 quarters.
LifePro Asset Management's Schwab US Broad Market ETF position peaked at $745K in Q4 2021.
939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on LifePro Asset Management's 13F filing for Q3 2023, filed 5 Oct 2023.