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

PFS 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
2023
Q4 		– Sell
-30
Closed -$519 – 490
2023
Q3 		$519 Hold
30
– – ﹤0.01% 439
2023
Q2 		$537 Hold
30
– – ﹤0.01% 457
2023
Q1 		$495 Hold
30
– – ﹤0.01% 369
2022
Q4 		$462 Hold
30
– – ﹤0.01% 358
2022
Q3 		$431 Hold
30
– – ﹤0.01% 346
2022
Q2 		$451 Hold
30
– – ﹤0.01% 342
2022
Q1 		$543 Hold
30
– – ﹤0.01% 336
2021
Q4 		$573 Buy
+30
New +$552 ﹤0.01% 330

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PFS Partners's SCHB Position: Q4 2023 in Review

PFS Partners sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 30 shares — an estimated $519 sold.

PFS Partners first reported a position in SCHB in Q4 2021 and held it in 8 quarters. The position peaked at $573 in Q4 2021. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • PFS Partners reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • PFS Partners sold 30 Schwab US Broad Market ETF shares in Q4 2023, an estimated $519.
  • PFS Partners first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 8 quarters.
  • PFS Partners's Schwab US Broad Market ETF position peaked at $573 in Q4 2021.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on PFS Partners's 13F filing for Q4 2023, filed 29 Jan 2024.