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Semmax Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Semmax Financial 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
2024
Q3 		– Sell
-507
Closed -$10.6K – 406
2024
Q2 		$10.6K Buy
+507
New +$10.3K ﹤0.01% 231

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R
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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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Semmax Financial Advisors's SCHB Position: Q3 2024 in Review

Semmax Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 507 shares — an estimated $10.6K sold.

Semmax Financial Advisors first reported a position in SCHB in Q2 2024 and held it in 1 quarter. The position peaked at $10.6K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Semmax Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Semmax Financial Advisors sold 507 Schwab US Broad Market ETF shares in Q3 2024, an estimated $10.6K.
  • Semmax Financial Advisors first reported a position in Schwab US Broad Market ETF in Q2 2024 and held it in 1 quarter.
  • Semmax Financial Advisors's Schwab US Broad Market ETF position peaked at $10.6K in Q2 2024.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Semmax Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.