Personal Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Personal Capital Advisors’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 Q4	$16.2M	Buy	1,087,263 +467,703	+75%	+$7.03M	0.08%	141
2022 Q3	$8.67M	Sell	619,560 -130,137	-17%	-$2.02M	0.05%	171
2022 Q2	$11M	Buy	749,697 +191,601	+34%	+$3.08M	0.06%	164
2022 Q1	$9.93M	Sell	558,096 -79,242	-12%	-$1.39M	0.05%	179
2021 Q4	$12.2M	Buy	637,338 +172,644	+37%	+$3.18M	0.06%	163
2021 Q3	$8.04M	Buy	464,694 +45,846	+11%	+$815K	0.04%	184
2021 Q2	$7.28M	Sell	418,848 -100,560	-19%	-$1.7M	0.04%	190
2021 Q1	$8.37M	Buy	519,408 +17,712	+4%	+$279K	0.05%	177
2020 Q4	$7.61M	Buy	501,696 +18,276	+4%	+$260K	0.05%	164
2020 Q3	$6.42M	Sell	483,420 -37,074	-7%	-$487K	0.05%	153
2020 Q2	$6.37M	Sell	520,494 -4,537,422	-90%	-$52.3M	0.05%	145
2020 Q1	$53.3M	Buy	5,057,916 +3,415,002	+208%	+$41.3M	0.53%	34
2019 Q4	$21.1M	Buy	1,642,914 +1,520,922	+1,247%	+$18.7M	0.18%	109
2019 Q3	$1.44M	Sell	121,992 -3,318	-3%	-$39.2K	0.01%	213
2019 Q2	$1.47M	Buy	125,310 +10,008	+9%	+$116K	0.02%	205
2019 Q1	$1.31M	Sell	115,302 -2,367,570	-95%	-$25.9M	0.01%	197
2018 Q4	$24.8M	Buy	2,482,872 +2,419,230	+3,801%	+$26.2M	0.33%	75
2018 Q3	$747K	Sell	63,642 -13,500	-18%	-$156K	0.01%	202
2018 Q2	$848K	Sell	77,142 -88,746	-53%	-$970K	0.01%	178
2018 Q1	$1.76M	Sell	165,888 -2,167,368	-93%	-$23.8M	0.03%	161
2017 Q4	$25.1M	Sell	2,333,256 -51,180	-2%	-$537K	0.43%	61
2017 Q3	$24.2M	Sell	2,384,436 -151,800	-6%	-$1.51M	0.47%	55
2017 Q2	$24.7M	Sell	2,536,236 -106,272	-4%	-$1.03M	0.54%	47
2017 Q1	$25.1M	Sell	2,642,508 -10,062	-0.4%	-$94.4K	0.63%	50
2016 Q4	$24M	Buy	+2,652,570	New	+$23.4M	0.71%	43

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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 $3.23B AUM 15.3% 1-Year Est. Return

Personal Capital Advisors's SCHB Position: Q4 2022 in Review

Personal Capital Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 75% in Q4 2022, buying an estimated $7.03M and bringing the position to 1,087,263 shares worth $16.2M. The position accounts for 0.08% of the portfolio, ranked #141.

Personal Capital Advisors first reported a position in SCHB in Q4 2016 and has held it in 25 quarters since. The position peaked at $53.3M in Q1 2020. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

Personal Capital Advisors held 1,087,263 shares of Schwab US Broad Market ETF worth $16.2M as of Q4 2022.
Personal Capital Advisors bought 467,703 Schwab US Broad Market ETF shares in Q4 2022, an estimated $7.03M.
Schwab US Broad Market ETF made up 0.08% of Personal Capital Advisors's portfolio in Q4 2022, its #141 holding.
Personal Capital Advisors first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 25 quarters since.
Personal Capital Advisors's Schwab US Broad Market ETF position peaked at $53.3M in Q1 2020.
929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.