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Newbridge Financial Services Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-75
Closed -$1.25K – 1305
2023
Q3 		$1.25K Sell
75
-525
-88% -$9.09K ﹤0.01% 1133
2023
Q2 		$10.3K Hold
600
– – 0.01% 883
2023
Q1 		$9.57K Sell
600
-108
-15% -$1.69K 0.01% 921
2022
Q4 		$10.6K Hold
708
– – 0.01% 906
2022
Q3 		$10K Hold
708
– – 0.01% 888
2022
Q2 		$10K Sell
708
-846
-54% -$13.6K 0.01% 872
2022
Q1 		$28K Sell
1,554
-348
-18% -$6.11K 0.01% 631
2021
Q4 		$36K Sell
1,902
-72
-4% -$1.32K 0.02% 562
2021
Q3 		$34K Sell
1,974
-336
-15% -$5.98K 0.02% 521
2021
Q2 		$40K Sell
2,310
-144
-6% -$2.44K 0.02% 516
2021
Q1 		$40K Sell
2,454
-612
-20% -$9.65K 0.03% 450
2020
Q4 		$46K Sell
3,066
-996
-25% -$14.2K 0.04% 352
2020
Q3 		$54K Buy
+4,062
New +$53.4K 0.05% 305

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Newbridge Financial Services Group's SCHB Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 75 shares — an estimated $1.25K sold.

Newbridge Financial Services Group first reported a position in SCHB in Q3 2020 and held it in 13 quarters. The position peaked at $54K in Q3 2020. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 75 Schwab US Broad Market ETF shares in Q4 2023, an estimated $1.25K.
  • Newbridge Financial Services Group first reported a position in Schwab US Broad Market ETF in Q3 2020 and held it in 13 quarters.
  • Newbridge Financial Services Group's Schwab US Broad Market ETF position peaked at $54K in Q3 2020.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.