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Regency Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Regency Capital Management’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
2022
Q1 		– Sell
-270
Closed -$5K – 140
2021
Q4 		$5K Sell
270
-630
-70% -$11.6K ﹤0.01% 110
2021
Q3 		$16K Sell
900
-300
-25% -$5.34K 0.01% 104
2021
Q2 		$21K Sell
1,200
-390
-25% -$6.6K 0.02% 95
2021
Q1 		$26K Buy
+1,590
New +$25.1K 0.03% 104

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Regency Capital Management's SCHB Position: Q1 2022 in Review

Regency Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 270 shares — an estimated $5K sold.

Regency Capital Management first reported a position in SCHB in Q1 2021 and held it in 4 quarters. The position peaked at $26K in Q1 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Regency Capital Management reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • Regency Capital Management sold 270 Schwab US Broad Market ETF shares in Q1 2022, an estimated $5K.
  • Regency Capital Management first reported a position in Schwab US Broad Market ETF in Q1 2021 and held it in 4 quarters.
  • Regency Capital Management's Schwab US Broad Market ETF position peaked at $26K in Q1 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Regency Capital Management's 13F filing for Q1 2022, filed 5 May 2022.