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

Realta 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
Q3 		– Sell
-2,184
Closed -$45.8K – 694
2024
Q2 		$45.8K Hold
2,184
– – 0.01% 542
2024
Q1 		$44.5K Buy
+2,184
New +$42.3K 0.01% 568
2023
Q4 		– Sell
-2,172
Closed -$37.4K – 726
2023
Q3 		$37.4K Hold
2,172
– – 0.01% 553
2023
Q2 		$37.4K Buy
+2,172
New +$35.4K 0.01% 587
2023
Q1 		– Sell
-1,998
Closed -$29.8K – 745
2022
Q4 		$29.8K Buy
1,998
+6
+0.3% +$90 0.01% 602
2022
Q3 		$28K Buy
+1,992
New +$31K 0.01% 594
2020
Q1 		– Sell
-24
Closed – – 1185
2019
Q4 		$0 Hold
24
– – ﹤0.01% 1673
2019
Q3 		$0 Sell
24
-390
-94% -$4.61K ﹤0.01% 1767
2019
Q2 		$5K Buy
+414
New +$4.78K ﹤0.01% 1383

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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 $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Realta Investment Advisors's SCHB Position: Q3 2024 in Review

Realta Investment Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 2,184 shares — an estimated $45.8K sold.

Realta Investment Advisors first reported a position in SCHB in Q2 2019 and held it in 9 quarters. The position peaked at $45.8K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Realta Investment Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 2,184 Schwab US Broad Market ETF shares in Q3 2024, an estimated $45.8K.
  • Realta Investment Advisors first reported a position in Schwab US Broad Market ETF in Q2 2019 and held it in 9 quarters.
  • Realta Investment Advisors's Schwab US Broad Market ETF position peaked at $45.8K in Q2 2024.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.