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Mine & Arao Wealth Creation & Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-3,252
Closed -$51.9K – 337
2023
Q1 		$51.9K Hold
3,252
– – 0.03% 141
2022
Q4 		$48.6K Hold
3,252
– – 0.04% 138
2022
Q3 		$46K Hold
3,252
– – 0.03% 138
2022
Q2 		$48K Buy
3,252
+12
+0.4% +$193 0.03% 140
2022
Q1 		$58K Hold
3,240
– – 0.03% 137
2021
Q4 		$61K Hold
3,240
– – 0.03% 137
2021
Q3 		$56K Hold
3,240
– – 0.03% 139
2021
Q2 		$56K Hold
3,240
– – 0.03% 142
2021
Q1 		$52K Hold
3,240
– – 0.03% 138
2020
Q4 		$49K Hold
3,240
– – 0.04% 130
2020
Q3 		$43K Hold
3,240
– – 0.04% 124
2020
Q2 		$40K Hold
3,240
– – 0.04% 126
2020
Q1 		$33K Buy
+3,240
New +$39.2K 0.04% 125

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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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 $807M AUM 18.59% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SCHB Position: Q2 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2023, closing a stake of 3,252 shares — an estimated $51.9K sold.

Mine & Arao Wealth Creation & Management first reported a position in SCHB in Q1 2020 and held it in 13 quarters. The position peaked at $61K in Q4 2021. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Schwab US Broad Market ETF position as of Q2 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 3,252 Schwab US Broad Market ETF shares in Q2 2023, an estimated $51.9K.
  • Mine & Arao Wealth Creation & Management first reported a position in Schwab US Broad Market ETF in Q1 2020 and held it in 13 quarters.
  • Mine & Arao Wealth Creation & Management's Schwab US Broad Market ETF position peaked at $61K in Q4 2021.
  • 945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2023, filed 8 Aug 2023.