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Palladium Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Palladium Partners’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 		$378K Hold
21,222
– – 0.02% 263
2021
Q4 		$400K Hold
21,222
– – 0.02% 262
2021
Q3 		$367K Hold
21,222
– – 0.02% 238
2021
Q2 		$369K Sell
21,222
-85,506
-80% -$1.45M 0.02% 231
2021
Q1 		$1.72M Buy
106,728
+312
+0.3% +$4.92K 0.09% 142
2020
Q4 		$1.61M Sell
106,416
-1,380
-1% -$19.7K 0.09% 132
2020
Q3 		$1.43M Sell
107,796
-12,912
-11% -$170K 0.09% 131
2020
Q2 		$1.48M Buy
120,708
+5,532
+5% +$63.8K 0.1% 122
2020
Q1 		$1.16M Buy
115,176
+1,800
+2% +$21.8K 0.1% 129
2019
Q4 		$1.45M Buy
113,376
+92,886
+453% +$1.14M 0.09% 138
2019
Q3 		$240K Sell
20,490
-97,506
-83% -$1.15M 0.02% 239
2019
Q2 		$1.39M Hold
117,996
– – 0.1% 143
2019
Q1 		$1.34M Buy
117,996
+97,506
+476% +$1.06M 0.1% 134
2018
Q4 		$205K Hold
20,490
– – 0.02% 240
2018
Q3 		$240K Hold
20,490
– – 0.02% 249
2018
Q2 		$225K Hold
20,490
– – 0.02% 252
2018
Q1 		$218K Hold
20,490
– – 0.02% 253
2017
Q4 		$220K Hold
20,490
– – 0.02% 251
2017
Q3 		$208K Buy
+20,490
New +$203K 0.02% 249
2014
Q2 		– Sell
-1,200
Closed -$9K – 425
2014
Q1 		$9K Buy
+1,200
New +$8.98K ﹤0.01% 490
2013
Q3 		– Sell
-330
Closed -$2K – 588
2013
Q2 		$2K Buy
+330
New +$2.14K ﹤0.01% 562

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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

Palladium Partners's SCHB Position: Q1 2022 in Review

Palladium Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2022 at 21,222 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #263.

Palladium Partners first reported a position in SCHB in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.72M in Q1 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Palladium Partners held 21,222 shares of Schwab US Broad Market ETF worth $378K as of Q1 2022.
  • Palladium Partners left its Schwab US Broad Market ETF share count unchanged in Q1 2022.
  • Schwab US Broad Market ETF made up 0.02% of Palladium Partners's portfolio in Q1 2022, its #263 holding.
  • Palladium Partners first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 21 quarters since.
  • Palladium Partners's Schwab US Broad Market ETF position peaked at $1.72M in Q1 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.