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RE Dickinson Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$389K Buy
1,715
+5
+0.3% +$114 0.02% 101
2024
Q3 		$37.9K Buy
1,710
+6
+0.4% +$128 0.02% 98
2024
Q2 		$35.7K Buy
1,704
+6
+0.4% +$122 0.02% 99
2024
Q1 		$35K Buy
1,698
+48
+3% +$929 0.02% 98
2023
Q4 		$31K Buy
1,650
+72
+5% +$1.24K 0.02% 106
2023
Q3 		$26K Buy
1,578
+60
+4% +$1.04K 0.02% 111
2023
Q2 		$26K Buy
1,518
+120
+9% +$1.96K 0.01% 198
2023
Q1 		$22K Buy
1,398
+63
+5% +$985 0.01% 217
2022
Q4 		$20K Buy
1,335
+72
+6% +$1.08K 0.01% 208
2022
Q3 		$18K Buy
1,263
+60
+5% +$933 0.01% 121
2022
Q2 		$18 Buy
1,203
+39
+3% +$626 ﹤0.01% 136
2022
Q1 		$21K Buy
1,164
+54
+5% +$948 0.01% 142
2021
Q4 		$21K Buy
+1,110
New +$20.4K 0.02% 136

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 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