Segall Bryant & Hamill’s Schwab US Broad Market ETF SCHB Stock Holding History

Segall Bryant & Hamill’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	-58,206	Closed	-$967K	–	455
2023 Q3	$967K	Sell	58,206 -900	-2%	-$15.6K	0.01%	448
2023 Q2	$1.02M	Buy	59,106 +900	+2%	+$14.7K	0.01%	477
2023 Q1	$928K	Sell	58,206 -462	-0.8%	-$7.22K	0.01%	494
2022 Q4	$876K	Sell	58,668 -3,000	-5%	-$45.1K	0.01%	508
2022 Q3	$865K	Hold	61,668	–	–	0.01%	508
2022 Q2	$908K	Hold	61,668	–	–	0.01%	505
2022 Q1	$1.1M	Buy	+61,668	New	+$1.08M	0.01%	507
2021 Q4	–	Sell	-93,714	Closed	-$1.62M	–	715
2021 Q3	$1.62M	Sell	93,714 -42	-0%	-$747	0.02%	482
2021 Q2	$1.63M	Sell	93,756 -2,916	-3%	-$49.4K	0.02%	474
2021 Q1	$1.56M	Sell	96,672 -8,334	-8%	-$131K	0.02%	498
2020 Q4	$1.59M	Sell	105,006 -2,052	-2%	-$29.2K	0.02%	437
2020 Q3	$1.42M	Sell	107,058 -9,438	-8%	-$124K	0.02%	424
2020 Q2	$1.43M	Sell	116,496 -1,284	-1%	-$14.8K	0.02%	380
2020 Q1	$1.18M	Sell	117,780 -2,970	-2%	-$35.9K	0.02%	418
2019 Q4	$1.55M	Sell	120,750 -324	-0.3%	-$3.98K	0.02%	444
2019 Q3	$1.43M	Sell	121,074 -276	-0.2%	-$3.26K	0.02%	463
2019 Q2	$1.43M	Buy	121,350 +588	+0.5%	+$6.79K	0.02%	469
2019 Q1	$1.37M	Buy	120,762 +3,702	+3%	+$40.4K	0.02%	483
2018 Q4	$1.17M	Hold	117,060	–	–	0.02%	496
2018 Q3	$1.37M	Buy	117,060 +6	+0%	+$69	0.02%	501
2018 Q2	$1.29M	Buy	117,054 +87,522	+296%	+$957K	0.02%	505
2018 Q1	$314K	Buy	29,532 +6	+0%	+$66	0.01%	512
2017 Q4	$318K	Hold	29,526	–	–	0.01%	481
2017 Q3	$300K	Buy	29,526 +888	+3%	+$8.81K	0.01%	494
2017 Q2	$279K	Hold	28,638	–	–	0.01%	501
2017 Q1	$272K	Hold	28,638	–	–	0.01%	496
2016 Q4	$259K	Hold	28,638	–	–	0.01%	496
2016 Q3	$250K	Buy	+28,638	New	+$249K	0.01%	499

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Segall Bryant & Hamill's SCHB Position: Q4 2023 in Review

Segall Bryant & Hamill sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 58,206 shares — an estimated $967K sold.

Segall Bryant & Hamill first reported a position in SCHB in Q3 2016 and held it in 28 quarters. The position peaked at $1.63M in Q2 2021. 1,035 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

Segall Bryant & Hamill reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 58,206 Schwab US Broad Market ETF shares in Q4 2023, an estimated $967K.
Segall Bryant & Hamill first reported a position in Schwab US Broad Market ETF in Q3 2016 and held it in 28 quarters.
Segall Bryant & Hamill's Schwab US Broad Market ETF position peaked at $1.63M in Q2 2021.
1,035 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Segall Bryant & Hamill's 13F filing for Q4 2023, filed 14 Feb 2024.