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New England Capital Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

New England Capital Financial 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
-1,026
Closed -$19K – 414
2023
Q4 		$19K Buy
+1,026
New +$17.7K 0.01% 179

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SCM
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EK
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HCM
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SG
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BFG
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HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

New England Capital Financial Advisors's SCHB Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 1,026 shares — an estimated $19K sold.

New England Capital Financial Advisors first reported a position in SCHB in Q4 2023 and held it in 1 quarter. The position peaked at $19K in Q4 2023. 1,073 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • New England Capital Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 1,026 Schwab US Broad Market ETF shares in Q1 2024, an estimated $19K.
  • New England Capital Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 1 quarter.
  • New England Capital Financial Advisors's Schwab US Broad Market ETF position peaked at $19K in Q4 2023.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.