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Retirement Capital Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

Retirement Capital Strategies’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
-296,802
Closed -$5.59M – 79
2021
Q4 		$5.59M Buy
+296,802
New +$5.46M 2.05% 15

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

Retirement Capital Strategies's SCHB Position: Q1 2022 in Review

Retirement Capital Strategies sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 296,802 shares — an estimated $5.59M sold.

Retirement Capital Strategies first reported a position in SCHB in Q4 2021 and held it in 1 quarter. The position peaked at $5.59M in Q4 2021. 890 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Retirement Capital Strategies reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Capital Strategies sold 296,802 Schwab US Broad Market ETF shares in Q1 2022, an estimated $5.59M.
  • Retirement Capital Strategies first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Capital Strategies's Schwab US Broad Market ETF position peaked at $5.59M in Q4 2021.
  • 890 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Retirement Capital Strategies's 13F filing for Q1 2022, filed 21 Apr 2022.