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Nauset Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Nauset Wealth 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
2022
Q1 		$31K Buy
+1,716
New +$30.1K 0.02% 150

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Betterment LLC
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Nauset Wealth Management's SCHB Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2022: 1,716 shares worth $31K. The stake represents 0.02% of the portfolio and ranks #150 among its holdings.

891 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Nauset Wealth Management held 1,716 shares of Schwab US Broad Market ETF worth $31K as of Q1 2022.
  • Schwab US Broad Market ETF was a new Nauset Wealth Management position in Q1 2022.
  • Schwab US Broad Market ETF made up 0.02% of Nauset Wealth Management's portfolio in Q1 2022, its #150 holding.
  • 891 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.