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 $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 $1.91B AUM 16.23% 1-Year Est. Return

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

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

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