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Second Half Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-333,375
Closed -$5.75M – 115
2023
Q2 		$5.75M Buy
+333,375
New +$5.43M 1.31% 18

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HWM
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Second Half Financial Partners's SCHB Position: Q3 2023 in Review

Second Half Financial Partners sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 333,375 shares — an estimated $5.75M sold.

Second Half Financial Partners first reported a position in SCHB in Q2 2023 and held it in 1 quarter. The position peaked at $5.75M in Q2 2023. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Second Half Financial Partners reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 333,375 Schwab US Broad Market ETF shares in Q3 2023, an estimated $5.75M.
  • Second Half Financial Partners first reported a position in Schwab US Broad Market ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Schwab US Broad Market ETF position peaked at $5.75M in Q2 2023.
  • 939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.