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MinichMacGregor Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

MinichMacGregor Wealth 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
Q1 		– Sell
-4,659
Closed -$69.6K – 540
2022
Q4 		$69.6K Buy
+4,659
New +$70K 0.03% 156
2020
Q1 		– Sell
-169,260
Closed -$2.17M – 108
2019
Q4 		$2.17M Buy
169,260
+4,212
+3% +$51.7K 1.21% 22
2019
Q3 		$1.95M Sell
165,048
-117,912
-42% -$1.39M 1.32% 22
2019
Q2 		$3.35M Buy
282,960
+16,254
+6% +$188K 2.34% 17
2019
Q1 		$3.06M Buy
+266,706
New +$2.91M 2.3% 16
2018
Q4 		– Sell
-256,338
Closed -$3.01M – 433
2018
Q3 		$3.01M Buy
256,338
+630
+0.2% +$7.26K 1.99% 19
2018
Q2 		$2.82M Sell
255,708
-666
-0.3% -$7.28K 2.01% 18
2018
Q1 		$2.73M Sell
256,374
-33,732
-12% -$371K 2.12% 15
2017
Q4 		$3.12M Buy
290,106
+15,432
+6% +$162K 2.44% 15
2017
Q3 		$2.79M Buy
274,674
+84
+0% +$834 2.31% 16
2017
Q2 		$2.67M Buy
274,590
+5,922
+2% +$57.2K 2.32% 16
2017
Q1 		$2.56M Buy
268,668
+12,714
+5% +$119K 2.3% 16
2016
Q4 		$2.31M Buy
255,954
+9,108
+4% +$80.2K 2.16% 16
2016
Q3 		$2.15M Buy
246,846
+5,514
+2% +$47.9K 2.02% 15
2016
Q2 		$2.02M Buy
241,332
+78
+0% +$647 1.91% 15
2016
Q1 		$1.98M Buy
241,254
+18,978
+9% +$147K 1.91% 15
2015
Q4 		$1.9M Buy
+222,276
New +$1.83M 1.77% 16

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 $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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

MinichMacGregor Wealth Management's SCHB Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 4,659 shares — an estimated $69.6K sold.

MinichMacGregor Wealth Management first reported a position in SCHB in Q4 2015 and held it in 17 quarters. The position peaked at $3.35M in Q2 2019. 924 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 4,659 Schwab US Broad Market ETF shares in Q1 2023, an estimated $69.6K.
  • MinichMacGregor Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2015 and held it in 17 quarters.
  • MinichMacGregor Wealth Management's Schwab US Broad Market ETF position peaked at $3.35M in Q2 2019.
  • 924 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.