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SevenBridge Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

SevenBridge Financial Group’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
Q1 		– Sell
-15,312
Closed -$288K – 169
2021
Q4 		$288K Sell
15,312
-7,788
-34% -$143K 0.09% 145
2021
Q3 		$400K Buy
23,100
+1,674
+8% +$29.8K 0.13% 117
2021
Q2 		$372K Buy
21,426
+2,550
+14% +$43.2K 0.12% 123
2021
Q1 		$304K Buy
18,876
+30
+0.2% +$473 0.11% 123
2020
Q4 		$286K Buy
18,846
+42
+0.2% +$598 0.11% 128
2020
Q3 		$250K Sell
18,804
-1,260
-6% -$16.6K 0.11% 121
2020
Q2 		$246K Buy
20,064
+42
+0.2% +$484 0.12% 119
2020
Q1 		$202K Buy
+20,022
New +$242K 0.12% 124
2019
Q3 		– Sell
-7,680
Closed -$90K – 490
2019
Q2 		$90K Buy
+7,680
New +$88.7K 0.03% 213

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

SevenBridge Financial Group's SCHB Position: Q1 2022 in Review

SevenBridge Financial Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 15,312 shares — an estimated $288K sold.

SevenBridge Financial Group first reported a position in SCHB in Q2 2019 and held it in 9 quarters. The position peaked at $400K in Q3 2021. 891 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • SevenBridge Financial Group reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • SevenBridge Financial Group sold 15,312 Schwab US Broad Market ETF shares in Q1 2022, an estimated $288K.
  • SevenBridge Financial Group first reported a position in Schwab US Broad Market ETF in Q2 2019 and held it in 9 quarters.
  • SevenBridge Financial Group's Schwab US Broad Market ETF position peaked at $400K in Q3 2021.
  • 891 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on SevenBridge Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.