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

Slow 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
2022 Q1	–	Sell	-90,396	Closed	-$1.7M	–	171
2021 Q4	$1.7M	Sell	90,396 -1,140	-1%	-$21K	0.29%	110
2021 Q3	$1.58M	Sell	91,536 -2,850	-3%	-$50.7K	0.29%	112
2021 Q2	$1.64M	Sell	94,386 -6,954	-7%	-$118K	0.31%	113
2021 Q1	$1.63M	Sell	101,340 -1,680	-2%	-$26.5K	0.35%	108
2020 Q4	$1.56M	Buy	103,020 +3,294	+3%	+$46.9K	0.37%	101
2020 Q3	$1.32M	Buy	+99,726	New	+$1.31M	0.36%	105
2018 Q2	–	Sell	-636	Closed	-$7K	–	181
2018 Q1	$7K	Buy	+636	New	+$6.99K	﹤0.01%	189

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 $330M AUM 18.08% 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