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S&CO Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

S&CO Inc’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
Q4 		– Sell
-30,780
Closed -$682K – 220
2024
Q3 		$682K Hold
30,780
– – 0.04% 165
2024
Q2 		$645K Buy
+30,780
New +$624K 0.05% 164

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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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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 $1.76B 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

S&CO Inc's SCHB Position: Q4 2024 in Review

S&CO Inc sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 30,780 shares — an estimated $682K sold.

S&CO Inc first reported a position in SCHB in Q2 2024 and held it in 2 quarters. The position peaked at $682K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • S&CO Inc reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • S&CO Inc sold 30,780 Schwab US Broad Market ETF shares in Q4 2024, an estimated $682K.
  • S&CO Inc first reported a position in Schwab US Broad Market ETF in Q2 2024 and held it in 2 quarters.
  • S&CO Inc's Schwab US Broad Market ETF position peaked at $682K in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on S&CO Inc's 13F filing for Q4 2024, filed 7 Feb 2025.