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Sierra Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Sierra Capital’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
Q1 		– Sell
-1,800
Closed -$27K – 488
2022
Q4 		$27K Hold
1,800
– – ﹤0.01% 293
2022
Q3 		$25K Hold
1,800
– – ﹤0.01% 310
2022
Q2 		$27K Buy
+1,800
New +$28.9K ﹤0.01% 377

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Sierra Capital's SCHB Position: Q1 2023 in Review

Sierra Capital sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 1,800 shares — an estimated $27K sold.

Sierra Capital first reported a position in SCHB in Q2 2022 and held it in 3 quarters. The position peaked at $27K in Q4 2022. 924 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Sierra Capital reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 1,800 Schwab US Broad Market ETF shares in Q1 2023, an estimated $27K.
  • Sierra Capital first reported a position in Schwab US Broad Market ETF in Q2 2022 and held it in 3 quarters.
  • Sierra Capital's Schwab US Broad Market ETF position peaked at $27K in Q4 2022.
  • 924 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.