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Round Table Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Round Table Services’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 		$325K Sell
23,241
-96
-0.4% -$1.49K 0.06% 106
2022
Q2 		$344K Sell
23,337
-21
-0.1% -$337 0.06% 104
2022
Q1 		$416K Buy
+23,358
New +$410K 0.07% 102

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

Round Table Services's SCHB Position: Q3 2022 in Review

Round Table Services reduced its Schwab US Broad Market ETF (SCHB) stake by 0.41% in Q3 2022, selling an estimated $1.49K and leaving 23,241 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #106.

Round Table Services first reported a position in SCHB in Q1 2022 and has held it in 3 quarters since. The position peaked at $416K in Q1 2022. 856 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • Round Table Services held 23,241 shares of Schwab US Broad Market ETF worth $325K as of Q3 2022.
  • Round Table Services sold 96 Schwab US Broad Market ETF shares in Q3 2022, an estimated $1.49K.
  • Schwab US Broad Market ETF made up 0.06% of Round Table Services's portfolio in Q3 2022, its #106 holding.
  • Round Table Services first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 3 quarters since.
  • Round Table Services's Schwab US Broad Market ETF position peaked at $416K in Q1 2022.
  • 856 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.