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Platte River Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Platte River Wealth 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
2024
Q3 		$910K Buy
41,037
+9
+0% +$192 0.24% 50
2024
Q2 		$860K Sell
41,028
-96
-0.2% -$1.95K 0.24% 52
2024
Q1 		$837K Buy
41,124
+2,283
+6% +$44.2K 0.24% 55
2023
Q4 		$721K Buy
38,841
+12,870
+50% +$222K 0.24% 60
2023
Q3 		$432K Hold
25,971
– – 0.16% 68
2023
Q2 		$448K Buy
+25,971
New +$423K 0.16% 67
2022
Q3 		– Sell
-16,710
Closed -$246K – 88
2022
Q2 		$246K Hold
16,710
– – 0.11% 77
2022
Q1 		$297K Sell
16,710
-522
-3% -$9.16K 0.11% 74
2021
Q4 		$320K Buy
17,232
+1,860
+12% +$34.2K 0.11% 75
2021
Q3 		$266K Buy
15,372
+420
+3% +$7.47K 0.1% 82
2021
Q2 		$260K Hold
14,952
– – 0.1% 83
2021
Q1 		$248K Hold
14,952
– – 0.1% 80
2020
Q4 		$235K Buy
+14,952
New +$213K 0.1% 84
2019
Q4 		$545K Buy
+42,564
New +$522K 0.29% 93

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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 $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Platte River Wealth Advisors's SCHB Position: Q3 2024 in Review

Platte River Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.02% in Q3 2024, buying an estimated $192 and bringing the position to 41,037 shares worth $910K. The position accounts for 0.24% of the portfolio, ranked #50.

Platte River Wealth Advisors first reported a position in SCHB in Q4 2019 and has held it in 14 quarters since. 1,099 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Platte River Wealth Advisors held 41,037 shares of Schwab US Broad Market ETF worth $910K as of Q3 2024.
  • Platte River Wealth Advisors bought 9 Schwab US Broad Market ETF shares in Q3 2024, an estimated $192.
  • Schwab US Broad Market ETF made up 0.24% of Platte River Wealth Advisors's portfolio in Q3 2024, its #50 holding.
  • Platte River Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 14 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.