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Oliver Lagore Vanvalin Investment Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q2 		– Sell
-48
Closed -$766 – 830
2023
Q1 		$766 Buy
+48
New +$750 ﹤0.01% 637
2022
Q2 		– Sell
-84
Closed -$1K – 694
2022
Q1 		$1K Buy
+84
New +$1.47K ﹤0.01% 546

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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 $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SCHB Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Schwab US Broad Market ETF (SCHB) in Q2 2023, closing a stake of 48 shares — an estimated $766 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHB in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 946 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Schwab US Broad Market ETF position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 48 Schwab US Broad Market ETF shares in Q2 2023, an estimated $766.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Schwab US Broad Market ETF in Q1 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Schwab US Broad Market ETF position peaked at $1K in Q1 2022.
  • 946 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.