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Momentum Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Momentum Advisors’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
2022
Q4 		$742K Sell
49,665
-3,060
-6% -$46K 0.75% 29
2022
Q3 		$738K Buy
52,725
+3,078
+6% +$47.9K 0.82% 28
2022
Q2 		$731K Buy
+49,647
New +$797K 0.82% 27

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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Momentum Advisors's SCHB Position: Q4 2022 in Review

Momentum Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 5.8% in Q4 2022, selling an estimated $46K and leaving 49,665 shares worth $742K. The position accounts for 0.75% of the portfolio, ranked #29.

Momentum Advisors first reported a position in SCHB in Q2 2022 and has held it in 3 quarters since. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

  • Momentum Advisors held 49,665 shares of Schwab US Broad Market ETF worth $742K as of Q4 2022.
  • Momentum Advisors sold 3,060 Schwab US Broad Market ETF shares in Q4 2022, an estimated $46K.
  • Schwab US Broad Market ETF made up 0.75% of Momentum Advisors's portfolio in Q4 2022, its #29 holding.
  • Momentum Advisors first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 3 quarters since.
  • 929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.