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SpiderRock Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

SpiderRock Advisors’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
Q3 		– Sell
-46,446
Closed -$973K – 852
2024
Q2 		$973K Hold
46,446
– – 0.02% 418
2024
Q1 		$927K Buy
+46,446
New +$899K 0.02% 403

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

SpiderRock Advisors's SCHB Position: Q3 2024 in Review

SpiderRock Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 46,446 shares — an estimated $973K sold.

SpiderRock Advisors first reported a position in SCHB in Q1 2024 and held it in 2 quarters. The position peaked at $973K in Q2 2024. 1,099 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • SpiderRock Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • SpiderRock Advisors sold 46,446 Schwab US Broad Market ETF shares in Q3 2024, an estimated $973K.
  • SpiderRock Advisors first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 2 quarters.
  • SpiderRock Advisors's Schwab US Broad Market ETF position peaked at $973K in Q2 2024.
  • 1,099 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.