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Steel Grove Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Steel Grove Capital 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
-47,655
Closed -$999K – 186
2024
Q2 		$999K Hold
47,655
– – 0.14% 81
2024
Q1 		$970K Hold
47,655
– – 0.13% 88
2023
Q4 		$884K Hold
47,655
– – 0.12% 78
2023
Q3 		$792K Hold
47,655
– – 0.11% 94
2023
Q2 		$821K Sell
47,655
-1,173
-2% -$19.1K 0.1% 93
2023
Q1 		$779K Hold
48,828
– – 0.1% 96
2022
Q4 		$729K Hold
48,828
– – 0.1% 93
2022
Q3 		$683K Hold
48,828
– – 0.12% 85
2022
Q2 		$719K Hold
48,828
– – 0.13% 78
2022
Q1 		$869K Hold
48,828
– – 0.14% 77
2021
Q4 		$920K Hold
48,828
– – 0.18% 61
2021
Q3 		$845K Hold
48,828
– – 0.19% 69
2021
Q2 		$849K Hold
48,828
– – 0.23% 76
2021
Q1 		$787K Hold
48,828
– – 0.26% 76
2020
Q4 		$740K Hold
48,828
– – 0.24% 80
2020
Q3 		$648K Hold
48,828
– – 0.26% 73
2020
Q2 		$598K Sell
48,828
-14,040
-22% -$162K 0.27% 75
2020
Q1 		$633K Sell
62,868
-4,944
-7% -$59.8K 0.41% 62
2019
Q4 		$869K Buy
67,812
+48
+0.1% +$589 0.49% 70
2019
Q3 		$802K Buy
67,764
+102
+0.2% +$1.21K 0.47% 70
2019
Q2 		$795K Buy
67,662
+378
+0.6% +$4.37K 0.49% 69
2019
Q1 		$763K Sell
67,284
-65,790
-49% -$718K 0.49% 73
2018
Q4 		$1.33M Buy
133,074
+11,232
+9% +$121K 0.19% 114
2018
Q3 		$1.43M Buy
121,842
+3,018
+3% +$34.8K 0.2% 103
2018
Q2 		$1.31M Buy
118,824
+6,768
+6% +$74K 0.21% 101
2018
Q1 		$1.19M Buy
112,056
+1,446
+1% +$15.9K 0.19% 114
2017
Q4 		$1.19M Buy
110,610
+210
+0.2% +$2.2K 0.18% 105
2017
Q3 		$1.12M Sell
110,400
-37,596
-25% -$373K 0.2% 96
2017
Q2 		$1.44M Buy
147,996
+59,562
+67% +$575K 0.26% 82
2017
Q1 		$841K Buy
88,434
+426
+0.5% +$4K 0.15% 121
2016
Q4 		$795K Sell
88,008
-5,262
-6% -$46.4K 0.16% 114
2016
Q3 		$813K Buy
93,270
+558
+0.6% +$4.84K 0.18% 84
2016
Q2 		$777K Buy
92,712
+7,248
+8% +$60.2K 0.19% 84
2016
Q1 		$702K Buy
85,464
+6,318
+8% +$49.1K 0.18% 83
2015
Q4 		$647K Buy
79,146
+780
+1% +$6.43K 0.16% 100
2015
Q3 		$606K Buy
78,366
+264
+0.3% +$2.17K 0.15% 93
2015
Q2 		$654K Buy
+78,102
New +$667K 0.15% 89

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 $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Steel Grove Capital Advisors's SCHB Position: Q3 2024 in Review

Steel Grove Capital Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 47,655 shares — an estimated $999K sold.

Steel Grove Capital Advisors first reported a position in SCHB in Q2 2015 and held it in 37 quarters. The position peaked at $1.44M in Q2 2017. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Steel Grove Capital Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 47,655 Schwab US Broad Market ETF shares in Q3 2024, an estimated $999K.
  • Steel Grove Capital Advisors first reported a position in Schwab US Broad Market ETF in Q2 2015 and held it in 37 quarters.
  • Steel Grove Capital Advisors's Schwab US Broad Market ETF position peaked at $1.44M in Q2 2017.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.