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Parcion Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Parcion Private Wealth’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
-13,329
Closed -$221K – 197
2023
Q3 		$221K Buy
+13,329
New +$231K 0.02% 174

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Parcion Private Wealth's SCHB Position: Q4 2023 in Review

Parcion Private Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 13,329 shares — an estimated $221K sold.

Parcion Private Wealth first reported a position in SCHB in Q3 2023 and held it in 1 quarter. The position peaked at $221K in Q3 2023. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Parcion Private Wealth reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Parcion Private Wealth sold 13,329 Schwab US Broad Market ETF shares in Q4 2023, an estimated $221K.
  • Parcion Private Wealth first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 1 quarter.
  • Parcion Private Wealth's Schwab US Broad Market ETF position peaked at $221K in Q3 2023.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Parcion Private Wealth's 13F filing for Q4 2023, filed 23 Jan 2024.