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Linscomb Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Linscomb Wealth’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 		– Sell
-20,649
Closed -$329K – 285
2023
Q1 		$329K Sell
20,649
-15,006
-42% -$235K 0.02% 244
2022
Q4 		$533K Buy
35,655
+15,084
+73% +$227K 0.03% 223
2022
Q3 		$288K Hold
20,571
– – 0.02% 242
2022
Q2 		$303K Sell
20,571
-19,689
-49% -$316K 0.02% 246
2022
Q1 		$716K Sell
40,260
-348
-0.9% -$6.11K 0.03% 205
2021
Q4 		$765K Sell
40,608
-324
-0.8% -$5.96K 0.04% 197
2021
Q3 		$709K Sell
40,932
-8,322
-17% -$148K 0.04% 195
2021
Q2 		$856K Sell
49,254
-2,598
-5% -$44K 0.04% 180
2021
Q1 		$836K Buy
51,852
+10,488
+25% +$165K 0.05% 176
2020
Q4 		$627K Sell
41,364
-2,856
-6% -$40.7K 0.04% 184
2020
Q3 		$587K Buy
44,220
+8,652
+24% +$114K 0.04% 180
2020
Q2 		$436K Sell
35,568
-9,786
-22% -$113K 0.03% 203
2020
Q1 		$457K Buy
45,354
+21,822
+93% +$264K 0.04% 272
2019
Q4 		$302K Buy
23,532
+2,412
+11% +$29.6K 0.02% 359
2019
Q3 		$250K Buy
21,120
+174
+0.8% +$2.06K 0.02% 239
2019
Q2 		$246K Buy
+20,946
New +$242K 0.02% 242

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

Linscomb Wealth's SCHB Position: Q2 2023 in Review

Linscomb Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q2 2023, closing a stake of 20,649 shares — an estimated $329K sold.

Linscomb Wealth first reported a position in SCHB in Q2 2019 and held it in 16 quarters. The position peaked at $856K in Q2 2021. 947 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

  • Linscomb Wealth reported no remaining Schwab US Broad Market ETF position as of Q2 2023 after selling out during the quarter.
  • Linscomb Wealth sold 20,649 Schwab US Broad Market ETF shares in Q2 2023, an estimated $329K.
  • Linscomb Wealth first reported a position in Schwab US Broad Market ETF in Q2 2019 and held it in 16 quarters.
  • Linscomb Wealth's Schwab US Broad Market ETF position peaked at $856K in Q2 2021.
  • 947 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on Linscomb Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.