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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 		$38.9K 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 		$18K 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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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 $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RE Dickinson Investment Advisors's SCHB Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.29% in Q4 2024, buying an estimated $114 and bringing the position to 1,715 shares worth $38.9K. The position accounts for 0.02% of the portfolio, ranked #101.

RE Dickinson Investment Advisors first reported a position in SCHB in Q4 2021 and has held it in 13 quarters since. 1,181 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • RE Dickinson Investment Advisors held 1,715 shares of Schwab US Broad Market ETF worth $38.9K as of Q4 2024.
  • RE Dickinson Investment Advisors bought 5 Schwab US Broad Market ETF shares in Q4 2024, an estimated $114.
  • Schwab US Broad Market ETF made up 0.02% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #101 holding.
  • RE Dickinson Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.