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Stone Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Stone Asset Management’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
-40,233
Closed -$601K – 40
2022
Q4 		$601K Buy
40,233
+183
+0.5% +$2.75K 0.37% 30
2022
Q3 		$561K Buy
40,050
+174
+0.4% +$2.71K 0.37% 30
2022
Q2 		$587K Buy
39,876
+156
+0.4% +$2.5K 0.37% 32
2022
Q1 		$707K Buy
39,720
+114
+0.3% +$2K 0.39% 32
2021
Q4 		$746K Buy
+39,606
New +$729K 0.44% 26

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Stone Asset Management's SCHB Position: Q1 2023 in Review

Stone Asset Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 40,233 shares — an estimated $601K sold.

Stone Asset Management first reported a position in SCHB in Q4 2021 and held it in 5 quarters. The position peaked at $746K in Q4 2021. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Stone Asset Management reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Stone Asset Management sold 40,233 Schwab US Broad Market ETF shares in Q1 2023, an estimated $601K.
  • Stone Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 5 quarters.
  • Stone Asset Management's Schwab US Broad Market ETF position peaked at $746K in Q4 2021.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.