Private Capital Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Private Capital Group’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 Q2	–	Sell	-1,356	Closed	-$24K	–	2079
2022 Q1	$24K	Hold	1,356	–	–	0.01%	959
2021 Q4	$26K	Hold	1,356	–	–	0.01%	954
2021 Q3	$24K	Hold	1,356	–	–	0.01%	994
2021 Q2	$24K	Hold	1,356	–	–	0.01%	999
2021 Q1	$22K	Hold	1,356	–	–	0.01%	1029
2020 Q4	$21K	Sell	1,356 -1,788	-57%	-$25.5K	﹤0.01%	1165
2020 Q3	$42K	Hold	3,144	–	–	0.01%	807
2020 Q2	$38K	Hold	3,144	–	–	0.01%	834
2020 Q1	$32K	Hold	3,144	–	–	0.01%	823
2019 Q4	$40K	Hold	3,144	–	–	0.01%	841
2019 Q3	$37K	Buy	+3,144	New	+$37.1K	0.01%	910

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Private Capital Group's SCHB Position: Q2 2022 in Review

Private Capital Group sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 1,356 shares — an estimated $24K sold.

Private Capital Group first reported a position in SCHB in Q3 2019 and held it in 11 quarters. The position peaked at $42K in Q3 2020. 871 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

Private Capital Group reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 1,356 Schwab US Broad Market ETF shares in Q2 2022, an estimated $24K.
Private Capital Group first reported a position in Schwab US Broad Market ETF in Q3 2019 and held it in 11 quarters.
Private Capital Group's Schwab US Broad Market ETF position peaked at $42K in Q3 2020.
871 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.