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Romano Brothers & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-948
Closed -$14.2K – 842
2022
Q4 		$14.2K Buy
+948
New +$14.2K ﹤0.01% 674

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SCM
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EK
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Romano Brothers & Co's SCHB Position: Q1 2023 in Review

Romano Brothers & Co sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 948 shares — an estimated $14.2K sold.

Romano Brothers & Co first reported a position in SCHB in Q4 2022 and held it in 1 quarter. The position peaked at $14.2K in Q4 2022. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Romano Brothers & Co reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 948 Schwab US Broad Market ETF shares in Q1 2023, an estimated $14.2K.
  • Romano Brothers & Co first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Schwab US Broad Market ETF position peaked at $14.2K in Q4 2022.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.