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Portfolio Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

Portfolio Strategies’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
Q2 		– Sell
-23,157
Closed -$471K – 104
2024
Q1 		$471K Buy
+23,157
New +$448K 0.03% 88

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 $1.94B 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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Portfolio Strategies's SCHB Position: Q2 2024 in Review

Portfolio Strategies sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 23,157 shares — an estimated $471K sold.

Portfolio Strategies first reported a position in SCHB in Q1 2024 and held it in 1 quarter. The position peaked at $471K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Portfolio Strategies reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 23,157 Schwab US Broad Market ETF shares in Q2 2024, an estimated $471K.
  • Portfolio Strategies first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 1 quarter.
  • Portfolio Strategies's Schwab US Broad Market ETF position peaked at $471K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.