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Regent Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Regent Investment 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
-11,118
Closed -$209K – 220
2021
Q4 		$209K Buy
+11,118
New +$205K 0.05% 210
2015
Q3 		– Sell
-25,176
Closed -$211K – 186
2015
Q2 		$211K Sell
25,176
-1,590
-6% -$13.6K 0.11% 171
2015
Q1 		$225K Sell
26,766
-8,850
-25% -$74K 0.11% 168
2014
Q4 		$296K Buy
+35,616
New +$288K 0.15% 154
2014
Q3 		– Sell
-43,428
Closed -$345K – 190
2014
Q2 		$345K Sell
43,428
-31,800
-42% -$245K 0.17% 140
2014
Q1 		$573K Sell
75,228
-22,272
-23% -$167K 0.3% 99
2013
Q4 		$731K Buy
+97,500
New +$701K 0.41% 78

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 $901M AUM 21.04% 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

Regent Investment Management's SCHB Position: Q1 2022 in Review

Regent Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 11,118 shares — an estimated $209K sold.

Regent Investment Management first reported a position in SCHB in Q4 2013 and held it in 7 quarters. The position peaked at $731K in Q4 2013. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Regent Investment Management reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • Regent Investment Management sold 11,118 Schwab US Broad Market ETF shares in Q1 2022, an estimated $209K.
  • Regent Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2013 and held it in 7 quarters.
  • Regent Investment Management's Schwab US Broad Market ETF position peaked at $731K in Q4 2013.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Regent Investment Management's 13F filing for Q1 2022, filed 19 Apr 2022.