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

Ratio Wealth 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
2024
Q1 		$331K Hold
16,275
– – 0.06% 65
2023
Q4 		$302K Hold
16,275
– – 0.07% 63
2023
Q3 		$270K Hold
16,275
– – 0.07% 60
2023
Q2 		$280K Buy
+16,275
New +$265K 0.07% 56
2022
Q4 		$243K Hold
16,275
– – 0.07% 54
2022
Q3 		$228K Hold
16,275
– – 0.07% 53
2022
Q2 		$240K Hold
16,275
– – 0.08% 48
2022
Q1 		$290K Sell
16,275
-3
-0% -$53 0.09% 49
2021
Q4 		$307K Hold
16,278
– – 0.09% 43
2021
Q3 		$282K Hold
16,278
– – 0.09% 46
2021
Q2 		$283K Hold
16,278
– – 0.1% 42
2021
Q1 		$262K Hold
16,278
– – 0.11% 40
2020
Q4 		$247K Buy
+16,278
New +$232K 0.13% 41

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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Ratio Wealth Group's SCHB Position: Q1 2024 in Review

Ratio Wealth Group held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2024 at 16,275 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #65.

Ratio Wealth Group first reported a position in SCHB in Q4 2020 and has held it in 13 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Ratio Wealth Group held 16,275 shares of Schwab US Broad Market ETF worth $331K as of Q1 2024.
  • Ratio Wealth Group left its Schwab US Broad Market ETF share count unchanged in Q1 2024.
  • Schwab US Broad Market ETF made up 0.06% of Ratio Wealth Group's portfolio in Q1 2024, its #65 holding.
  • Ratio Wealth Group first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 13 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.