QA
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Quantitative Advantage’s Schwab US Broad Market ETF SCHB Stock Holding History

Quantitative Advantage’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
Q4 		– Sell
-66,915
Closed -$937K – 118
2022
Q3 		$937K Buy
+66,915
New +$1.04M 0.16% 80

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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Quantitative Advantage's SCHB Position: Q4 2022 in Review

Quantitative Advantage sold out of Schwab US Broad Market ETF (SCHB) in Q4 2022, closing a stake of 66,915 shares — an estimated $937K sold.

Quantitative Advantage first reported a position in SCHB in Q3 2022 and held it in 1 quarter. The position peaked at $937K in Q3 2022. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

  • Quantitative Advantage reported no remaining Schwab US Broad Market ETF position as of Q4 2022 after selling out during the quarter.
  • Quantitative Advantage sold 66,915 Schwab US Broad Market ETF shares in Q4 2022, an estimated $937K.
  • Quantitative Advantage first reported a position in Schwab US Broad Market ETF in Q3 2022 and held it in 1 quarter.
  • Quantitative Advantage's Schwab US Broad Market ETF position peaked at $937K in Q3 2022.
  • 929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Quantitative Advantage's 13F filing for Q4 2022, filed 14 Feb 2023.