Steward Partners Investment Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Steward Partners Investment Solutions’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 Q1	$212K	Buy	+10,422	New	+$202K	0.04%	242

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Steward Partners Investment Solutions's SCHB Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2024: 10,422 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #242 among its holdings.

1,074 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

Steward Partners Investment Solutions held 10,422 shares of Schwab US Broad Market ETF worth $212K as of Q1 2024.
Schwab US Broad Market ETF was a new Steward Partners Investment Solutions position in Q1 2024.
Schwab US Broad Market ETF made up 0.04% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #242 holding.
1,074 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.