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NVWM LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

NVWM LLC’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 		– Sell
-6
Closed – – 601
2021
Q4 		$0 Sell
6
-954
-99% -$17.6K ﹤0.01% 530
2021
Q3 		$17K Buy
+960
New +$17.1K 0.01% 326
2021
Q1 		– Sell
-72
Closed -$1K – 438
2020
Q4 		$1K Hold
72
– – ﹤0.01% 384
2020
Q3 		$1K Hold
72
– – ﹤0.01% 361
2020
Q2 		$1K Buy
+72
New +$830 ﹤0.01% 331

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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

NVWM LLC's SCHB Position: Q1 2022 in Review

NVWM LLC sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 6 shares.

NVWM LLC first reported a position in SCHB in Q2 2020 and held it in 5 quarters. The position peaked at $17K in Q3 2021. 890 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • NVWM LLC reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • NVWM LLC sold 6 Schwab US Broad Market ETF shares in Q1 2022.
  • NVWM LLC first reported a position in Schwab US Broad Market ETF in Q2 2020 and held it in 5 quarters.
  • NVWM LLC's Schwab US Broad Market ETF position peaked at $17K in Q3 2021.
  • 890 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on NVWM LLC's 13F filing for Q1 2022, filed 11 May 2022.