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Luts & Greenleigh Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Luts & Greenleigh Group’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
Q4 		– Sell
-9,147
Closed -$203K – 83
2024
Q3 		$203K Buy
+9,147
New +$195K 0.19% 83

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SCM
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EK
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HCM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Luts & Greenleigh Group's SCHB Position: Q4 2024 in Review

Luts & Greenleigh Group sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 9,147 shares — an estimated $203K sold.

Luts & Greenleigh Group first reported a position in SCHB in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Luts & Greenleigh Group reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Luts & Greenleigh Group sold 9,147 Schwab US Broad Market ETF shares in Q4 2024, an estimated $203K.
  • Luts & Greenleigh Group first reported a position in Schwab US Broad Market ETF in Q3 2024 and held it in 1 quarter.
  • Luts & Greenleigh Group's Schwab US Broad Market ETF position peaked at $203K in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Luts & Greenleigh Group's 13F filing for Q4 2024, filed 17 Jan 2025.