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Sand Hill Global Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Sand Hill Global Advisors’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
2022
Q3 		– Sell
-48,618
Closed -$716K – 162
2022
Q2 		$716K Buy
+48,618
New +$780K 0.04% 104

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SCM
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EK
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MFRM
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UBS AM
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SG
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HP
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HCM
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RPGK
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Sand Hill Global Advisors's SCHB Position: Q3 2022 in Review

Sand Hill Global Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2022, closing a stake of 48,618 shares — an estimated $716K sold.

Sand Hill Global Advisors first reported a position in SCHB in Q2 2022 and held it in 1 quarter. The position peaked at $716K in Q2 2022. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • Sand Hill Global Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2022 after selling out during the quarter.
  • Sand Hill Global Advisors sold 48,618 Schwab US Broad Market ETF shares in Q3 2022, an estimated $716K.
  • Sand Hill Global Advisors first reported a position in Schwab US Broad Market ETF in Q2 2022 and held it in 1 quarter.
  • Sand Hill Global Advisors's Schwab US Broad Market ETF position peaked at $716K in Q2 2022.
  • 855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Sand Hill Global Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.