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Safeguard Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-5,145
Closed -$88K – 458
2023
Q2 		$88K Buy
+5,145
New +$83.9K 0.04% 107

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Safeguard Financial's SCHB Position: Q3 2023 in Review

Safeguard Financial sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 5,145 shares — an estimated $88K sold.

Safeguard Financial first reported a position in SCHB in Q2 2023 and held it in 1 quarter. The position peaked at $88K in Q2 2023. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Safeguard Financial reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 5,145 Schwab US Broad Market ETF shares in Q3 2023, an estimated $88K.
  • Safeguard Financial first reported a position in Schwab US Broad Market ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Schwab US Broad Market ETF position peaked at $88K in Q2 2023.
  • 939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.