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Loudon Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Loudon Investment 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
Q4 		– Sell
-20,823
Closed -$491K – 96
2023
Q3 		$491K Hold
20,823
– – 0.34% 69
2023
Q2 		$504K Buy
20,823
+393
+2% +$6.41K 0.33% 65
2023
Q1 		$498K Buy
20,430
+315
+2% +$4.92K 0.35% 67
2022
Q4 		$506K Buy
20,115
+705
+4% +$10.6K 0.37% 64
2022
Q3 		$430K Buy
19,410
+1,095
+6% +$17K 0.34% 66
2022
Q2 		$437K Buy
18,315
+300
+2% +$4.82K 0.33% 65
2022
Q1 		$474K Sell
18,015
-17,625
-49% -$309K 0.31% 67
2021
Q4 		$480K Hold
35,640
– – 0.31% 68
2021
Q3 		$441K Hold
35,640
– – 0.31% 63
2021
Q2 		$449K Buy
35,640
+3,870
+12% +$65.5K 0.31% 63
2021
Q1 		$386K Buy
31,770
+5,490
+21% +$86.5K 0.28% 63
2020
Q4 		$281K Hold
26,280
– – 0.22% 66
2020
Q3 		$242K Buy
26,280
+180
+0.7% +$2.37K 0.2% 70
2020
Q2 		$225K Buy
+26,100
New +$301K 0.19% 73

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 $1.94B AUM 22.01% 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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Loudon Investment Management's SCHB Position: Q4 2023 in Review

Loudon Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 20,823 shares — an estimated $491K sold.

Loudon Investment Management first reported a position in SCHB in Q2 2020 and held it in 14 quarters. The position peaked at $506K in Q4 2022. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Loudon Investment Management reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Loudon Investment Management sold 20,823 Schwab US Broad Market ETF shares in Q4 2023, an estimated $491K.
  • Loudon Investment Management first reported a position in Schwab US Broad Market ETF in Q2 2020 and held it in 14 quarters.
  • Loudon Investment Management's Schwab US Broad Market ETF position peaked at $506K in Q4 2022.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Loudon Investment Management's 13F filing for Q4 2023, filed 6 Feb 2024.