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Stiles Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Stiles Financial Services’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 		– Sell
-30,915
Closed -$557K – 189
2022
Q4 		$557K Buy
30,915
+6
+0% +$90 0.32% 89
2022
Q3 		$508K Buy
+30,909
New +$481K 0.31% 90

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EK
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SG
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HWM
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HCM
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HP
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RPGK
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Stiles Financial Services's SCHB Position: Q1 2023 in Review

Stiles Financial Services sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 30,915 shares — an estimated $557K sold.

Stiles Financial Services first reported a position in SCHB in Q3 2022 and held it in 2 quarters. The position peaked at $557K in Q4 2022. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Stiles Financial Services reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Stiles Financial Services sold 30,915 Schwab US Broad Market ETF shares in Q1 2023, an estimated $557K.
  • Stiles Financial Services first reported a position in Schwab US Broad Market ETF in Q3 2022 and held it in 2 quarters.
  • Stiles Financial Services's Schwab US Broad Market ETF position peaked at $557K in Q4 2022.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Stiles Financial Services's 13F filing for Q1 2023, filed 11 May 2023.