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Stephens Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History

Stephens Consulting’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
Q4 		– Sell
-7,032
Closed -$98.4K – 544
2022
Q3 		$98.4K Buy
+7,032
New +$109K 0.09% 103

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SG
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HP
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HCM
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RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Stephens Consulting's SCHB Position: Q4 2022 in Review

Stephens Consulting sold out of Schwab US Broad Market ETF (SCHB) in Q4 2022, closing a stake of 7,032 shares — an estimated $98.4K sold.

Stephens Consulting first reported a position in SCHB in Q3 2022 and held it in 1 quarter. The position peaked at $98.4K in Q3 2022. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

  • Stephens Consulting reported no remaining Schwab US Broad Market ETF position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 7,032 Schwab US Broad Market ETF shares in Q4 2022, an estimated $98.4K.
  • Stephens Consulting first reported a position in Schwab US Broad Market ETF in Q3 2022 and held it in 1 quarter.
  • Stephens Consulting's Schwab US Broad Market ETF position peaked at $98.4K in Q3 2022.
  • 929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.