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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

MFRM

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

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

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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

CJFS

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

Slow Capital's SCHB Position: Q1 2022 in Review

Slow Capital sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 90,396 shares — an estimated $1.7M sold.

Slow Capital first reported a position in SCHB in Q1 2018 and held it in 7 quarters. The position peaked at $1.7M in Q4 2021. 891 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

Slow Capital reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
Slow Capital sold 90,396 Schwab US Broad Market ETF shares in Q1 2022, an estimated $1.7M.
Slow Capital first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 7 quarters.
Slow Capital's Schwab US Broad Market ETF position peaked at $1.7M in Q4 2021.
891 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Slow Capital's 13F filing for Q1 2022, filed 2 May 2022.