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 $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return