Patriot Financial Group Insurance Agency’s Schwab US Broad Market ETF SCHB Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-10,197	Closed	-$150K	–	1659
2022 Q2	$150K	Buy	10,197 +1,293	+15%	+$20.8K	0.03%	449
2022 Q1	$158K	Buy	8,904 +1,380	+18%	+$24.2K	0.03%	459
2021 Q4	$142K	Buy	+7,524	New	+$138K	0.02%	548
2021 Q1	–	Sell	-6,000	Closed	-$91K	–	2060
2020 Q4	$91K	Hold	6,000	–	–	0.02%	530
2020 Q3	$80K	Sell	6,000 -186	-3%	-$2.45K	0.03%	440
2020 Q2	$76K	Buy	6,186 +186	+3%	+$2.14K	0.03%	419
2020 Q1	$60K	Hold	6,000	–	–	0.03%	417
2019 Q4	$77K	Hold	6,000	–	–	0.03%	393
2019 Q3	$71K	Hold	6,000	–	–	0.03%	375
2019 Q2	$71K	Buy	+6,000	New	+$69.3K	0.03%	379

Other funds holding SCHB

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SCHB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Schwab US Broad Market ETF (SCHB) in Q3 2022, closing a stake of 10,197 shares — an estimated $150K sold.

Patriot Financial Group Insurance Agency first reported a position in SCHB in Q2 2019 and held it in 10 quarters. The position peaked at $158K in Q1 2022. 856 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Schwab US Broad Market ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 10,197 Schwab US Broad Market ETF shares in Q3 2022, an estimated $150K.
Patriot Financial Group Insurance Agency first reported a position in Schwab US Broad Market ETF in Q2 2019 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Schwab US Broad Market ETF position peaked at $158K in Q1 2022.
856 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.