ML&R Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

ML&R 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
2024 Q1	$493K	Buy	24,204 +675	+3%	+$13.1K	0.11%	42
2023 Q4	$437K	Buy	23,529 +273	+1%	+$4.71K	0.1%	48
2023 Q3	$386K	Sell	23,256 -4,371	-16%	-$75.6K	0.1%	43
2023 Q2	$476K	Sell	27,627 -5,769	-17%	-$94K	0.11%	62
2023 Q1	$533K	Buy	33,396 +3	+0%	+$47	0.14%	37
2022 Q4	$499K	Sell	33,393 -36,030	-52%	-$541K	0.15%	36
2022 Q3	$972K	Buy	69,423 +46,200	+199%	+$719K	0.33%	26
2022 Q2	$342K	Sell	23,223 -4,230	-15%	-$67.9K	0.15%	34
2022 Q1	$489K	Buy	27,453 +2,961	+12%	+$52K	0.18%	29
2021 Q4	$461K	Buy	+24,492	New	+$451K	0.17%	27

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

ML&R Wealth Management's SCHB Position: Q1 2024 in Review

ML&R Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 2.9% in Q1 2024, buying an estimated $13.1K and bringing the position to 24,204 shares worth $493K. The position accounts for 0.11% of the portfolio, ranked #42.

ML&R Wealth Management first reported a position in SCHB in Q4 2021 and has held it in 10 quarters since. The position peaked at $972K in Q3 2022. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

ML&R Wealth Management held 24,204 shares of Schwab US Broad Market ETF worth $493K as of Q1 2024.
ML&R Wealth Management bought 675 Schwab US Broad Market ETF shares in Q1 2024, an estimated $13.1K.
Schwab US Broad Market ETF made up 0.11% of ML&R Wealth Management's portfolio in Q1 2024, its #42 holding.
ML&R Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 10 quarters since.
ML&R Wealth Management's Schwab US Broad Market ETF position peaked at $972K in Q3 2022.
1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.