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Prentice Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Prentice Wealth Management’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
2021
Q3 		– Sell
-228
Closed -$4K – 354
2021
Q2 		$4K Buy
+228
New +$3.86K ﹤0.01% 278

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Prentice Wealth Management's SCHB Position: Q3 2021 in Review

Prentice Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2021, closing a stake of 228 shares — an estimated $4K sold.

Prentice Wealth Management first reported a position in SCHB in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 777 funds tracked by Wall St. Rank hold SCHB as of Q3 2021.

  • Prentice Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q3 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 228 Schwab US Broad Market ETF shares in Q3 2021, an estimated $4K.
  • Prentice Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 1 quarter.
  • Prentice Wealth Management's Schwab US Broad Market ETF position peaked at $4K in Q2 2021.
  • 777 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2021.

Based on Prentice Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.