Silicon Hills Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Silicon Hills Wealth 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
2023 Q1	–	Sell	-17,766	Closed	-$265K	–	97
2022 Q4	$265K	Sell	17,766 -1,758	-9%	-$26.4K	0.2%	79
2022 Q3	$273K	Sell	19,524 -7,404	-27%	-$115K	0.22%	79
2022 Q2	$397K	Sell	26,928 -25,680	-49%	-$412K	0.29%	68
2022 Q1	$936K	Sell	52,608 -2,724	-5%	-$47.8K	0.6%	44
2021 Q4	$1.04M	Sell	55,332 -15,972	-22%	-$294K	0.65%	41
2021 Q3	$1.23M	Sell	71,304 -1,836	-3%	-$32.7K	0.85%	38
2021 Q2	$1.27M	Sell	73,140 -288	-0.4%	-$4.87K	0.99%	37
2021 Q1	$1.18M	Sell	73,428 -2,016	-3%	-$31.8K	1.07%	29
2020 Q4	$1.14M	Sell	75,444 -1,842	-2%	-$26.2K	1.04%	27
2020 Q3	$1.03M	Sell	77,286 -1,806	-2%	-$23.7K	1.06%	26
2020 Q2	$968K	Sell	79,092 -78	-0.1%	-$899	1.16%	24
2020 Q1	$797K	Buy	79,170 +78,264	+8,638%	+$947K	1.05%	27
2019 Q4	$2.07K	Buy	+906	New	+$11.1K	1.59%	13

Other funds holding SCHB

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

SCM

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

RPGK

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

Silicon Hills Wealth Management's SCHB Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 17,766 shares — an estimated $265K sold.

Silicon Hills Wealth Management first reported a position in SCHB in Q4 2019 and held it in 13 quarters. The position peaked at $1.27M in Q2 2021. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

Silicon Hills Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 17,766 Schwab US Broad Market ETF shares in Q1 2023, an estimated $265K.
Silicon Hills Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 13 quarters.
Silicon Hills Wealth Management's Schwab US Broad Market ETF position peaked at $1.27M in Q2 2021.
923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.