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SignalPoint Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

SignalPoint Asset Management’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
Q4 		$226K Buy
9,934
+88
+0.9% +$2.01K 0.05% 231
2024
Q3 		$217K Buy
+9,846
New +$210K 0.05% 249

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

SignalPoint Asset Management's SCHB Position: Q4 2024 in Review

SignalPoint Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 0.89% in Q4 2024, buying an estimated $2.01K and bringing the position to 9,934 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #231.

SignalPoint Asset Management first reported a position in SCHB in Q3 2024 and has held it in 2 quarters since. 1,181 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • SignalPoint Asset Management held 9,934 shares of Schwab US Broad Market ETF worth $226K as of Q4 2024.
  • SignalPoint Asset Management bought 88 Schwab US Broad Market ETF shares in Q4 2024, an estimated $2.01K.
  • Schwab US Broad Market ETF made up 0.05% of SignalPoint Asset Management's portfolio in Q4 2024, its #231 holding.
  • SignalPoint Asset Management first reported a position in Schwab US Broad Market ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.