New England Guild Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

New England Guild 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
2022 Q4	$316K	Buy	21,147 +24	+0.1%	+$361	0.17%	56
2022 Q3	$296K	Buy	21,123 +24	+0.1%	+$373	0.18%	56
2022 Q2	$311K	Buy	21,099 +21	+0.1%	+$337	0.19%	54
2022 Q1	$375K	Buy	21,078 +12	+0.1%	+$211	0.2%	52
2021 Q4	$397K	Buy	21,066 +24	+0.1%	+$442	0.2%	53
2021 Q3	$364K	Hold	21,042	–	–	0.19%	46
2021 Q2	$366K	Hold	21,042	–	–	0.2%	46
2021 Q1	$339K	Sell	21,042 -2,910	-12%	-$45.9K	0.19%	46
2020 Q4	$363K	Hold	23,952	–	–	0.22%	43
2020 Q3	$318K	Sell	23,952 -252	-1%	-$3.31K	0.22%	41
2020 Q2	$296K	Sell	24,204 -7,494	-24%	-$86.4K	0.22%	43
2020 Q1	$319K	Buy	31,698 +1,896	+6%	+$22.9K	0.29%	41
2019 Q4	$382K	Sell	29,802 -3,048	-9%	-$37.4K	0.27%	44
2019 Q3	$389K	Buy	32,850 +6	+0%	+$71	0.28%	42
2019 Q2	$386K	Buy	32,844 +2,814	+9%	+$32.5K	0.29%	38
2019 Q1	$341K	Buy	30,030 +6	+0%	+$66	0.26%	43
2018 Q4	$300K	Buy	30,024 +12	+0%	+$130	0.25%	43
2018 Q3	$352K	Buy	30,012 +6	+0%	+$69	0.32%	38
2018 Q2	$330K	Buy	30,006 +6	+0%	+$66	0.3%	39
2018 Q1	$319K	Hold	30,000	–	–	0.3%	39
2017 Q4	$323K	Buy	+30,000	New	+$315K	0.31%	39

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

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

HCM

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

New England Guild Wealth Advisors's SCHB Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.11% in Q4 2022, buying an estimated $361 and bringing the position to 21,147 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #56.

New England Guild Wealth Advisors first reported a position in SCHB in Q4 2017 and has held it in 21 quarters since. The position peaked at $397K in Q4 2021. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

New England Guild Wealth Advisors held 21,147 shares of Schwab US Broad Market ETF worth $316K as of Q4 2022.
New England Guild Wealth Advisors bought 24 Schwab US Broad Market ETF shares in Q4 2022, an estimated $361.
Schwab US Broad Market ETF made up 0.17% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #56 holding.
New England Guild Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's Schwab US Broad Market ETF position peaked at $397K in Q4 2021.
929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.