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Moss Adams Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Moss Adams Wealth 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
2024
Q1 		– Sell
-21,003
Closed -$390K – 160
2023
Q4 		$390K Buy
21,003
+9,327
+80% +$161K 0.08% 62
2023
Q3 		$194K Buy
11,676
+2,541
+28% +$44K 0.07% 98
2023
Q2 		$157K Buy
9,135
+15
+0.2% +$245 0.05% 95
2023
Q1 		$145K Buy
9,120
+12
+0.1% +$188 0.05% 95
2022
Q4 		$136K Buy
+9,108
New +$137K 0.07% 107

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Moss Adams Wealth Advisors's SCHB Position: Q1 2024 in Review

Moss Adams Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 21,003 shares — an estimated $390K sold.

Moss Adams Wealth Advisors first reported a position in SCHB in Q4 2022 and held it in 5 quarters. The position peaked at $390K in Q4 2023. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Moss Adams Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 21,003 Schwab US Broad Market ETF shares in Q1 2024, an estimated $390K.
  • Moss Adams Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 5 quarters.
  • Moss Adams Wealth Advisors's Schwab US Broad Market ETF position peaked at $390K in Q4 2023.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.