Newman & Schimel’s Schwab US Broad Market ETF SCHB Stock Holding History

Newman & Schimel’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	$4.54M	Buy	304,158 +19,533	+7%	+$294K	2.05%	11
2022 Q3	$3.98M	Buy	284,625 +102,096	+56%	+$1.59M	1.97%	11
2022 Q2	$2.69M	Buy	182,529 +486	+0.3%	+$7.8K	1.29%	13
2022 Q1	$3.24M	Buy	182,043 +50,961	+39%	+$895K	2.11%	9
2021 Q4	$2.47M	Buy	131,082 +41,112	+46%	+$756K	1.4%	11
2021 Q3	$1.56M	Buy	89,970 +12,858	+17%	+$229K	0.97%	12
2021 Q2	$1.34M	Sell	77,112 -5,760	-7%	-$97.5K	0.84%	15
2021 Q1	$1.34M	Buy	82,872 +44,772	+118%	+$706K	0.89%	14
2020 Q4	$578K	Buy	+38,100	New	+$543K	0.48%	21

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

Newman & Schimel's SCHB Position: Q4 2022 in Review

Newman & Schimel increased its Schwab US Broad Market ETF (SCHB) stake by 6.9% in Q4 2022, buying an estimated $294K and bringing the position to 304,158 shares worth $4.54M. The position accounts for 2.05% of the portfolio, ranked #11.

Newman & Schimel first reported a position in SCHB in Q4 2020 and has held it in 9 quarters since. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

Newman & Schimel held 304,158 shares of Schwab US Broad Market ETF worth $4.54M as of Q4 2022.
Newman & Schimel bought 19,533 Schwab US Broad Market ETF shares in Q4 2022, an estimated $294K.
Schwab US Broad Market ETF made up 2.05% of Newman & Schimel's portfolio in Q4 2022, its #11 holding.
Newman & Schimel first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 9 quarters since.
929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.