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Salomon & Ludwin’s Schwab US Broad Market ETF SCHB Stock Holding History

Salomon & Ludwin’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
Q2 		– Sell
-600
Closed -$12.2K – 814
2024
Q1 		$12.2K Hold
600
– – ﹤0.01% 533
2023
Q4 		$9.97K Hold
600
– – ﹤0.01% 497
2023
Q3 		$9.97K Buy
+600
New +$10.4K ﹤0.01% 495

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
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

Salomon & Ludwin's SCHB Position: Q2 2024 in Review

Salomon & Ludwin sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 600 shares — an estimated $12.2K sold.

Salomon & Ludwin first reported a position in SCHB in Q3 2023 and held it in 3 quarters. The position peaked at $12.2K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Salomon & Ludwin reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 600 Schwab US Broad Market ETF shares in Q2 2024, an estimated $12.2K.
  • Salomon & Ludwin first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's Schwab US Broad Market ETF position peaked at $12.2K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.