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Schubert & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Schubert & Co’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
Q2 		– Sell
-1,026
Closed -$16.4K – 1238
2023
Q1 		$16.4K Hold
1,026
– – 0.01% 154
2022
Q4 		$15.3K Sell
1,026
-90
-8% -$1.35K 0.01% 141
2022
Q3 		$16K Hold
1,116
– – 0.02% 126
2022
Q2 		$16K Hold
1,116
– – 0.01% 127
2022
Q1 		$20K Hold
1,116
– – 0.02% 84
2021
Q4 		$21K Buy
+1,116
New +$20.5K 0.02% 69

Other funds holding SCHB

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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 $1.76B AUM 18.21% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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 $807M AUM 18.59% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Schubert & Co's SCHB Position: Q2 2023 in Review

Schubert & Co sold out of Schwab US Broad Market ETF (SCHB) in Q2 2023, closing a stake of 1,026 shares — an estimated $16.4K sold.

Schubert & Co first reported a position in SCHB in Q4 2021 and held it in 6 quarters. The position peaked at $21K in Q4 2021. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

  • Schubert & Co reported no remaining Schwab US Broad Market ETF position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 1,026 Schwab US Broad Market ETF shares in Q2 2023, an estimated $16.4K.
  • Schubert & Co first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Schwab US Broad Market ETF position peaked at $21K in Q4 2021.
  • 945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.