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Saxon Interests’s Schwab US Broad Market ETF SCHB Stock Holding History

Saxon Interests’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
Q4 		– Sell
-28,512
Closed -$474K – 208
2023
Q3 		$474K Buy
+28,512
New +$493K 0.32% 49

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SCM
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R
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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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Saxon Interests's SCHB Position: Q4 2023 in Review

Saxon Interests sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 28,512 shares — an estimated $474K sold.

Saxon Interests first reported a position in SCHB in Q3 2023 and held it in 1 quarter. The position peaked at $474K in Q3 2023. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Saxon Interests reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Saxon Interests sold 28,512 Schwab US Broad Market ETF shares in Q4 2023, an estimated $474K.
  • Saxon Interests first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 1 quarter.
  • Saxon Interests's Schwab US Broad Market ETF position peaked at $474K in Q3 2023.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Saxon Interests's 13F filing for Q4 2023, filed 18 Jan 2024.