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Monterey Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Monterey Private Wealth’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
Q4 		– Sell
-9,087
Closed -$202K – 143
2024
Q3 		$202K Sell
9,087
-7,464
-45% -$159K 0.07% 123
2024
Q2 		$347K Sell
16,551
-5,283
-24% -$107K 0.13% 75
2024
Q1 		$444K Sell
21,834
-2,208
-9% -$42.7K 0.18% 60
2023
Q4 		$446K Buy
+24,042
New +$415K 0.2% 55

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Monterey Private Wealth's SCHB Position: Q4 2024 in Review

Monterey Private Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 9,087 shares — an estimated $202K sold.

Monterey Private Wealth first reported a position in SCHB in Q4 2023 and held it in 4 quarters. The position peaked at $446K in Q4 2023. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Monterey Private Wealth reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Monterey Private Wealth sold 9,087 Schwab US Broad Market ETF shares in Q4 2024, an estimated $202K.
  • Monterey Private Wealth first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 4 quarters.
  • Monterey Private Wealth's Schwab US Broad Market ETF position peaked at $446K in Q4 2023.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Monterey Private Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.