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Regis Acquisition’s Schwab US Broad Market ETF SCHB Stock Holding History

Regis Acquisition’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
Q2 		$3.23M Buy
154,116
+28,350
+23% +$574K 1.97% 13
2024
Q1 		$2.56M Buy
125,766
+2,268
+2% +$43.9K 1.56% 13
2023
Q4 		$2.29M Buy
123,498
+87,555
+244% +$1.51M 0.88% 19
2023
Q3 		$597K Hold
35,943
– – 0.25% 28
2023
Q2 		$619K Sell
35,943
-9,792
-21% -$160K 0.26% 27
2023
Q1 		$729K Buy
+45,735
New +$715K 0.35% 28

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Regis Acquisition's SCHB Position: Q2 2024 in Review

Regis Acquisition increased its Schwab US Broad Market ETF (SCHB) stake by 23% in Q2 2024, buying an estimated $574K and bringing the position to 154,116 shares worth $3.23M. The position accounts for 1.97% of the portfolio, ranked #13.

Regis Acquisition first reported a position in SCHB in Q1 2023 and has held it in 6 quarters since. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Regis Acquisition held 154,116 shares of Schwab US Broad Market ETF worth $3.23M as of Q2 2024.
  • Regis Acquisition bought 28,350 Schwab US Broad Market ETF shares in Q2 2024, an estimated $574K.
  • Schwab US Broad Market ETF made up 1.97% of Regis Acquisition's portfolio in Q2 2024, its #13 holding.
  • Regis Acquisition first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 6 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Regis Acquisition's 13F filing for Q2 2024, filed 14 Aug 2024.