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

Southern 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	$3.43M	Buy	215,328 +32,250	+18%	+$504K	1.33%	21
2022 Q4	$2.73M	Buy	183,078 +24,201	+15%	+$364K	1.1%	26
2022 Q3	$2.4M	Buy	158,877 +1,071	+0.7%	+$16.7K	0.97%	30
2022 Q2	$2.32M	Sell	157,806 -3,099	-2%	-$49.7K	0.89%	28
2022 Q1	$2.86M	Buy	160,905 +2,295	+1%	+$40.3K	0.93%	30
2021 Q4	$2.99M	Buy	158,610 +774	+0.5%	+$14.2K	1.18%	25
2021 Q3	$2.73M	Buy	157,836 +666	+0.4%	+$11.8K	0.8%	30
2021 Q2	$2.81M	Buy	157,170 +468	+0.3%	+$7.92K	0.81%	30
2021 Q1	$2.53M	Buy	156,702 +930	+0.6%	+$14.7K	0.83%	28
2020 Q4	$2.36M	Buy	155,772 +8,364	+6%	+$119K	0.9%	27
2020 Q3	$1.96M	Sell	147,408 -12,948	-8%	-$170K	0.72%	29
2020 Q2	$1.96M	Sell	160,356 -52,848	-25%	-$609K	0.38%	21
2020 Q1	$2.15M	Buy	213,204 +31,626	+17%	+$383K	0.45%	23
2019 Q4	$2.33M	Buy	+181,578	New	+$2.23M	0.44%	21

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 $1.76B AUM 18.21% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

Southern Wealth Management's SCHB Position: Q1 2023 in Review

Southern Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 18% in Q1 2023, buying an estimated $504K and bringing the position to 215,328 shares worth $3.43M. The position accounts for 1.33% of the portfolio, ranked #21.

Southern Wealth Management first reported a position in SCHB in Q4 2019 and has held it in 14 quarters since. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

Southern Wealth Management held 215,328 shares of Schwab US Broad Market ETF worth $3.43M as of Q1 2023.
Southern Wealth Management bought 32,250 Schwab US Broad Market ETF shares in Q1 2023, an estimated $504K.
Schwab US Broad Market ETF made up 1.33% of Southern Wealth Management's portfolio in Q1 2023, its #21 holding.
Southern Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 14 quarters since.
923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.