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S.E.E.D. Planning Group’s Schwab US Broad Market ETF SCHB Stock Holding History

S.E.E.D. Planning Group’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
-124,884
Closed -$1.87M – 90
2022
Q4 		$1.87M Sell
124,884
-2,271
-2% -$34.1K 0.81% 36
2022
Q3 		$1.78M Buy
127,155
+11,166
+10% +$174K 0.83% 36
2022
Q2 		$1.71M Buy
115,989
+12,489
+12% +$200K 0.77% 36
2022
Q1 		$1.84M Buy
103,500
+498
+0.5% +$8.74K 0.79% 39
2021
Q4 		$1.94M Buy
103,002
+492
+0.5% +$9.05K 0.84% 39
2021
Q3 		$1.77M Sell
102,510
-5,910
-5% -$105K 0.84% 38
2021
Q2 		$1.88M Sell
108,420
-13,374
-11% -$226K 0.93% 33
2021
Q1 		$1.96M Buy
121,794
+732
+0.6% +$11.5K 1.08% 32
2020
Q4 		$1.84M Sell
121,062
-3,762
-3% -$53.6K 1.1% 34
2020
Q3 		$1.66M Sell
124,824
-8,622
-6% -$113K 1.21% 33
2020
Q2 		$1.63M Buy
133,446
+12,582
+10% +$145K 1.28% 33
2020
Q1 		$1.22M Buy
120,864
+6,906
+6% +$83.6K 1.18% 32
2019
Q4 		$1.46M Buy
+113,958
New +$1.4M 1.27% 29

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 $1.76B AUM 18.21% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

S.E.E.D. Planning Group's SCHB Position: Q1 2023 in Review

S.E.E.D. Planning Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 124,884 shares — an estimated $1.87M sold.

S.E.E.D. Planning Group first reported a position in SCHB in Q4 2019 and held it in 13 quarters. The position peaked at $1.96M in Q1 2021. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • S.E.E.D. Planning Group reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 124,884 Schwab US Broad Market ETF shares in Q1 2023, an estimated $1.87M.
  • S.E.E.D. Planning Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 13 quarters.
  • S.E.E.D. Planning Group's Schwab US Broad Market ETF position peaked at $1.96M in Q1 2021.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2023, filed 13 Apr 2023.