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

Macroview 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
2024
Q4 		– Sell
-396
Closed -$8.78K – 449
2024
Q3 		$8.78K Sell
396
-6
-1% -$128 0.01% 277
2024
Q2 		$8.43K Buy
402
+63
+19% +$1.28K 0.01% 256
2024
Q1 		$6.9K Hold
339
– – 0.01% 352
2023
Q4 		$6.29K Hold
339
– – 0.01% 364
2023
Q3 		$5.63K Hold
339
– – 0.01% 399
2023
Q2 		$5.84K Buy
+339
New +$5.53K 0.01% 325
2022
Q2 		– Sell
-48
Closed -$1K – 508
2022
Q1 		$1K Hold
48
– – ﹤0.01% 404
2021
Q4 		$1K Hold
48
– – ﹤0.01% 370
2021
Q3 		$1K Buy
+48
New +$854 ﹤0.01% 360

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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 $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Macroview Investment Management's SCHB Position: Q4 2024 in Review

Macroview Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 396 shares — an estimated $8.78K sold.

Macroview Investment Management first reported a position in SCHB in Q3 2021 and held it in 9 quarters. The position peaked at $8.78K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Macroview Investment Management reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 396 Schwab US Broad Market ETF shares in Q4 2024, an estimated $8.78K.
  • Macroview Investment Management first reported a position in Schwab US Broad Market ETF in Q3 2021 and held it in 9 quarters.
  • Macroview Investment Management's Schwab US Broad Market ETF position peaked at $8.78K in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.