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

Stonebridge 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
2022
Q2 		– Sell
-258
Closed -$4.14K – 1059
2022
Q1 		$5K Hold
258
– – ﹤0.01% 779
2021
Q4 		$5K Hold
258
– – ﹤0.01% 749
2021
Q3 		$4K Buy
+258
New +$4.59K ﹤0.01% 748
2021
Q1 		– Sell
-38,700
Closed -$587K – 973
2020
Q4 		$587K Hold
38,700
– – 0.09% 126
2020
Q3 		$514K Hold
38,700
– – 0.09% 122
2020
Q2 		$474K Hold
38,700
– – 0.09% 123
2020
Q1 		$390K Hold
38,700
– – 0.08% 123
2019
Q4 		$496K Hold
38,700
– – 0.08% 126
2019
Q3 		$458K Hold
38,700
– – 0.08% 127
2019
Q2 		$455K Hold
38,700
– – 0.08% 129
2019
Q1 		$439K Sell
38,700
-23,904
-38% -$261K 0.08% 129
2018
Q4 		$625K Buy
+62,604
New +$677K 0.15% 107

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Stonebridge Capital Advisors's SCHB Position: Q2 2022 in Review

Stonebridge Capital Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 258 shares — an estimated $4.14K sold.

Stonebridge Capital Advisors first reported a position in SCHB in Q4 2018 and held it in 12 quarters. The position peaked at $625K in Q4 2018. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • Stonebridge Capital Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 258 Schwab US Broad Market ETF shares in Q2 2022, an estimated $4.14K.
  • Stonebridge Capital Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 12 quarters.
  • Stonebridge Capital Advisors's Schwab US Broad Market ETF position peaked at $625K in Q4 2018.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.