MV Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

MV Capital 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
2023 Q2	–	Sell	-3,162	Closed	-$50.4K	–	695
2023 Q1	$50.4K	Hold	3,162	–	–	0.01%	278
2022 Q4	$47.2K	Hold	3,162	–	–	0.01%	231
2022 Q3	$44K	Hold	3,162	–	–	0.01%	229
2022 Q2	$47K	Hold	3,162	–	–	0.01%	225
2022 Q1	$56K	Sell	3,162 -540	-15%	-$9.48K	0.01%	213
2021 Q4	$70K	Hold	3,702	–	–	0.01%	191
2021 Q3	$64K	Buy	3,702 +540	+17%	+$9.6K	0.01%	189
2021 Q2	$55K	Hold	3,162	–	–	0.01%	187
2021 Q1	$51K	Hold	3,162	–	–	0.01%	173
2020 Q4	$48K	Hold	3,162	–	–	0.01%	161
2020 Q3	$42K	Hold	3,162	–	–	0.01%	155
2020 Q2	$39K	Hold	3,162	–	–	0.01%	158
2020 Q1	$32K	Hold	3,162	–	–	0.01%	163
2019 Q4	$41K	Hold	3,162	–	–	0.01%	169
2019 Q3	$37K	Hold	3,162	–	–	0.01%	171
2019 Q2	$37K	Hold	3,162	–	–	0.01%	168
2019 Q1	$36K	Hold	3,162	–	–	0.01%	164
2018 Q4	$32K	Hold	3,162	–	–	0.01%	173
2018 Q3	$37K	Hold	3,162	–	–	0.01%	172
2018 Q2	$35K	Hold	3,162	–	–	0.01%	173
2018 Q1	$34K	Hold	3,162	–	–	0.01%	175
2017 Q4	$34K	Hold	3,162	–	–	0.01%	180
2017 Q3	$32K	Hold	3,162	–	–	0.01%	173
2017 Q2	$31K	Sell	3,162 -1,596	-34%	-$15.4K	0.01%	177
2017 Q1	$45K	Hold	4,758	–	–	0.01%	165
2016 Q4	$43K	Hold	4,758	–	–	0.02%	162
2016 Q3	$41K	Hold	4,758	–	–	0.01%	157
2016 Q2	$40K	Hold	4,758	–	–	0.01%	161
2016 Q1	$39K	Hold	4,758	–	–	0.02%	159
2015 Q4	$39K	Hold	4,758	–	–	0.02%	169
2015 Q3	$37K	Hold	4,758	–	–	0.02%	162
2015 Q2	$40K	Hold	4,758	–	–	0.02%	196
2015 Q1	$40K	Hold	4,758	–	–	0.02%	180
2014 Q4	$40K	Buy	+4,758	New	+$38.5K	0.02%	176

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

MV Capital Management's SCHB Position: Q2 2023 in Review

MV Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2023, closing a stake of 3,162 shares — an estimated $50.4K sold.

MV Capital Management first reported a position in SCHB in Q4 2014 and held it in 34 quarters. The position peaked at $70K in Q4 2021. 947 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

MV Capital Management reported no remaining Schwab US Broad Market ETF position as of Q2 2023 after selling out during the quarter.
MV Capital Management sold 3,162 Schwab US Broad Market ETF shares in Q2 2023, an estimated $50.4K.
MV Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2014 and held it in 34 quarters.
MV Capital Management's Schwab US Broad Market ETF position peaked at $70K in Q4 2021.
947 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on MV Capital Management's 13F filing for Q2 2023, filed 3 Aug 2023.