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Schechter Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Schechter Investment 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
Q4 		– Sell
-76,821
Closed -$1.07M – 887
2022
Q3 		$1.07M Buy
+76,821
New +$1.2M 0.11% 253

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 $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Schechter Investment Advisors's SCHB Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2022, closing a stake of 76,821 shares — an estimated $1.07M sold.

Schechter Investment Advisors first reported a position in SCHB in Q3 2022 and held it in 1 quarter. The position peaked at $1.07M in Q3 2022. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

  • Schechter Investment Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 76,821 Schwab US Broad Market ETF shares in Q4 2022, an estimated $1.07M.
  • Schechter Investment Advisors first reported a position in Schwab US Broad Market ETF in Q3 2022 and held it in 1 quarter.
  • Schechter Investment Advisors's Schwab US Broad Market ETF position peaked at $1.07M in Q3 2022.
  • 929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.