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

Narwhal 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
Q3 		– Sell
-13,488
Closed -$232K – 172
2023
Q2 		$232K Sell
13,488
-168
-1% -$2.74K 0.03% 151
2023
Q1 		$218K Buy
+13,656
New +$214K 0.03% 147

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EK
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HWM
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HP
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EA
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Narwhal Capital Management's SCHB Position: Q3 2023 in Review

Narwhal Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 13,488 shares — an estimated $232K sold.

Narwhal Capital Management first reported a position in SCHB in Q1 2023 and held it in 2 quarters. The position peaked at $232K in Q2 2023. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Narwhal Capital Management reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Narwhal Capital Management sold 13,488 Schwab US Broad Market ETF shares in Q3 2023, an estimated $232K.
  • Narwhal Capital Management first reported a position in Schwab US Broad Market ETF in Q1 2023 and held it in 2 quarters.
  • Narwhal Capital Management's Schwab US Broad Market ETF position peaked at $232K in Q2 2023.
  • 939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Narwhal Capital Management's 13F filing for Q3 2023, filed 30 Oct 2023.