Rainsberger Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Rainsberger Wealth Advisors’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 Q4	$11.3M	Sell	609,027 -7,074	-1%	-$122K	6.17%	2
2023 Q3	$10.2M	Buy	616,101 +20,466	+3%	+$354K	6.28%	2
2023 Q2	$10.3M	Sell	595,635 -9,090	-2%	-$148K	6.19%	2
2023 Q1	$9.65M	Buy	604,725 +15,993	+3%	+$250K	5.72%	2
2022 Q4	$8.79M	Sell	588,732 -690	-0.1%	-$10.4K	5.59%	3
2022 Q3	$8.25M	Buy	589,422 +5,427	+0.9%	+$84.4K	5.66%	2
2022 Q2	$8.6M	Buy	583,995 +10,470	+2%	+$168K	6.29%	1
2022 Q1	$10.2M	Buy	573,525 +13,737	+2%	+$241K	6.53%	1
2021 Q4	$10.5M	Buy	+559,788	New	+$10.3M	6.19%	1

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Rainsberger Wealth Advisors's SCHB Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 1.1% in Q4 2023, selling an estimated $122K and leaving 609,027 shares worth $11.3M. The position accounts for 6.17% of the portfolio, ranked #2.

Rainsberger Wealth Advisors first reported a position in SCHB in Q4 2021 and has held it in 9 quarters since. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

Rainsberger Wealth Advisors held 609,027 shares of Schwab US Broad Market ETF worth $11.3M as of Q4 2023.
Rainsberger Wealth Advisors sold 7,074 Schwab US Broad Market ETF shares in Q4 2023, an estimated $122K.
Schwab US Broad Market ETF made up 6.17% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #2 holding.
Rainsberger Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 9 quarters since.
1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.