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Ruedi Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Ruedi Wealth Management’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 		– Sell
-1,962
Closed -$36.4K – 269
2023
Q4 		$36.4K Hold
1,962
– – 0.02% 88
2023
Q3 		$32.6K Hold
1,962
– – 0.02% 92
2023
Q2 		$33.8K Hold
1,962
– – 0.02% 93
2023
Q1 		$31.3K Hold
1,962
– – 0.02% 102
2022
Q4 		$29.3K Buy
+1,962
New +$29.5K 0.02% 99

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Wealthfront Advisers
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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 $1.94B AUM 22.01% 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 $901M AUM 21.04% 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

Ruedi Wealth Management's SCHB Position: Q1 2024 in Review

Ruedi Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 1,962 shares — an estimated $36.4K sold.

Ruedi Wealth Management first reported a position in SCHB in Q4 2022 and held it in 5 quarters. The position peaked at $36.4K in Q4 2023. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Ruedi Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 1,962 Schwab US Broad Market ETF shares in Q1 2024, an estimated $36.4K.
  • Ruedi Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 5 quarters.
  • Ruedi Wealth Management's Schwab US Broad Market ETF position peaked at $36.4K in Q4 2023.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Ruedi Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.