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

Retirement Group’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
Q1 		$926K Sell
45,516
-1,893
-4% -$36.6K 0.33% 45
2023
Q4 		$880K Buy
47,409
+1,242
+3% +$21.5K 0.36% 44
2023
Q3 		$767K Sell
46,167
-813
-2% -$14.1K 0.32% 47
2023
Q2 		$810K Sell
46,980
-9,741
-17% -$159K 0.34% 49
2023
Q1 		$905K Sell
56,721
-23,091
-29% -$361K 0.41% 41
2022
Q4 		$1.19M Sell
79,812
-5,199
-6% -$78.1K 0.58% 31
2022
Q3 		$1.19M Sell
85,011
-9,132
-10% -$142K 0.95% 21
2022
Q2 		$1.39M Sell
94,143
-4,323
-4% -$69.4K 0.57% 28
2022
Q1 		$1.75M Buy
98,466
+3,132
+3% +$55K 0.68% 24
2021
Q4 		$1.8M Sell
95,334
-5,736
-6% -$106K 0.78% 25
2021
Q3 		$1.75M Buy
101,070
+840
+0.8% +$14.9K 0.8% 25
2021
Q2 		$1.74M Sell
100,230
-534
-0.5% -$9.04K 0.84% 25
2021
Q1 		$1.62M Buy
100,764
+6,060
+6% +$95.5K 0.74% 29
2020
Q4 		$1.44M Sell
94,704
-6,270
-6% -$89.3K 0.66% 32
2020
Q3 		$1.34M Sell
100,974
-2,424
-2% -$31.9K 0.75% 28
2020
Q2 		$1.27M Buy
+103,398
New +$1.19M 0.79% 28
2019
Q4 		$1.48M Buy
+115,626
New +$1.42M 0.96% 26

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

Retirement Group's SCHB Position: Q1 2024 in Review

Retirement Group reduced its Schwab US Broad Market ETF (SCHB) stake by 4% in Q1 2024, selling an estimated $36.6K and leaving 45,516 shares worth $926K. The position accounts for 0.33% of the portfolio, ranked #45.

Retirement Group first reported a position in SCHB in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.8M in Q4 2021. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Retirement Group held 45,516 shares of Schwab US Broad Market ETF worth $926K as of Q1 2024.
  • Retirement Group sold 1,893 Schwab US Broad Market ETF shares in Q1 2024, an estimated $36.6K.
  • Schwab US Broad Market ETF made up 0.33% of Retirement Group's portfolio in Q1 2024, its #45 holding.
  • Retirement Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Schwab US Broad Market ETF position peaked at $1.8M in Q4 2021.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.