PGWM
SCHB icon

Parisi Gray Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Parisi Gray Wealth Management’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
2021
Q3 		– Sell
-3,120
Closed -$54K – 465
2021
Q2 		$54K Buy
+3,120
New +$52.8K 0.02% 292
2019
Q2 		– Sell
-6,054
Closed -$69K – 379
2019
Q1 		$69K Sell
6,054
-444
-7% -$4.85K 0.04% 175
2018
Q4 		$64K Buy
+6,498
New +$70.3K 0.04% 172

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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Parisi Gray Wealth Management's SCHB Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2021, closing a stake of 3,120 shares — an estimated $54K sold.

Parisi Gray Wealth Management first reported a position in SCHB in Q4 2018 and held it in 3 quarters. The position peaked at $69K in Q1 2019. 779 funds tracked by Wall St. Rank hold SCHB as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 3,120 Schwab US Broad Market ETF shares in Q3 2021, an estimated $54K.
  • Parisi Gray Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 3 quarters.
  • Parisi Gray Wealth Management's Schwab US Broad Market ETF position peaked at $69K in Q1 2019.
  • 779 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.