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Money Concepts Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Money Concepts Capital’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
-8,751
Closed -$131K – 2459
2022
Q4 		$131K Buy
+8,751
New +$132K 0.01% 867
2022
Q2 		– Sell
-804
Closed -$14K – 2440
2022
Q1 		$14K Buy
+804
New +$14.1K ﹤0.01% 1788

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
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
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

Money Concepts Capital's SCHB Position: Q1 2023 in Review

Money Concepts Capital sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 8,751 shares — an estimated $131K sold.

Money Concepts Capital first reported a position in SCHB in Q1 2022 and held it in 2 quarters. The position peaked at $131K in Q4 2022. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Money Concepts Capital reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 8,751 Schwab US Broad Market ETF shares in Q1 2023, an estimated $131K.
  • Money Concepts Capital first reported a position in Schwab US Broad Market ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Schwab US Broad Market ETF position peaked at $131K in Q4 2022.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.