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

Prostatis 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
2023
Q3 		– Sell
-140,499
Closed -$49.1K – 206
2023
Q2 		$49.1K Buy
+140,499
New +$2.29M 0.02% 180
2020
Q1 		– Sell
-39,654
Closed -$508K – 84
2019
Q4 		$508K Buy
+39,654
New +$487K 0.46% 42

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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Prostatis Group's SCHB Position: Q3 2023 in Review

Prostatis Group sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 140,499 shares — an estimated $49.1K sold.

Prostatis Group first reported a position in SCHB in Q4 2019 and held it in 2 quarters. The position peaked at $508K in Q4 2019. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Prostatis Group reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Prostatis Group sold 140,499 Schwab US Broad Market ETF shares in Q3 2023, an estimated $49.1K.
  • Prostatis Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 2 quarters.
  • Prostatis Group's Schwab US Broad Market ETF position peaked at $508K in Q4 2019.
  • 939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.