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RGT Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

RGT Wealth Advisors’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
Q3 		$926K Sell
66,150
-6,612
-9% -$103K 0.15% 31
2022
Q2 		$1.07M Sell
72,762
-204
-0.3% -$3.27K 0.18% 32
2022
Q1 		$1.3M Sell
72,966
-348
-0.5% -$6.11K 0.21% 30
2021
Q4 		$1.38M Buy
+73,314
New +$1.35M 0.21% 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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

RGT Wealth Advisors's SCHB Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 9.1% in Q3 2022, selling an estimated $103K and leaving 66,150 shares worth $926K. The position accounts for 0.15% of the portfolio, ranked #31.

RGT Wealth Advisors first reported a position in SCHB in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.38M in Q4 2021. 856 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • RGT Wealth Advisors held 66,150 shares of Schwab US Broad Market ETF worth $926K as of Q3 2022.
  • RGT Wealth Advisors sold 6,612 Schwab US Broad Market ETF shares in Q3 2022, an estimated $103K.
  • Schwab US Broad Market ETF made up 0.15% of RGT Wealth Advisors's portfolio in Q3 2022, its #31 holding.
  • RGT Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's Schwab US Broad Market ETF position peaked at $1.38M in Q4 2021.
  • 856 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.