RL
SCHB icon

Retireful LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Retireful LLC’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 		– Sell
-27,225
Closed -$554K – 142
2024
Q1 		$554K Buy
+27,225
New +$527K 0.23% 89

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 $1.94B 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 $1.36B 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

Retireful LLC's SCHB Position: Q2 2024 in Review

Retireful LLC sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 27,225 shares — an estimated $554K sold.

Retireful LLC first reported a position in SCHB in Q1 2024 and held it in 1 quarter. The position peaked at $554K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Retireful LLC reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Retireful LLC sold 27,225 Schwab US Broad Market ETF shares in Q2 2024, an estimated $554K.
  • Retireful LLC first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 1 quarter.
  • Retireful LLC's Schwab US Broad Market ETF position peaked at $554K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Retireful LLC's 13F filing for Q2 2024, filed 1 Aug 2024.