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

Soundmark 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
2024
Q2 		– Sell
-82,497
Closed -$1.68M – 44
2024
Q1 		$1.68M Buy
+82,497
New +$1.6M 0.74% 30

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Soundmark Wealth Management's SCHB Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 82,497 shares — an estimated $1.68M sold.

Soundmark Wealth Management first reported a position in SCHB in Q1 2024 and held it in 1 quarter. The position peaked at $1.68M in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 82,497 Schwab US Broad Market ETF shares in Q2 2024, an estimated $1.68M.
  • Soundmark Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 1 quarter.
  • Soundmark Wealth Management's Schwab US Broad Market ETF position peaked at $1.68M in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.