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Stonebridge Financial Planning Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-2,382
Closed -$41K – 316
2021
Q4 		$41K Hold
2,382
– – 0.02% 230
2021
Q3 		$45K Hold
2,382
– – 0.02% 230
2021
Q2 		$42K Hold
2,382
– – 0.02% 226
2021
Q1 		$40K Buy
+2,382
New +$37.6K 0.02% 231

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Stonebridge Financial Planning Group's SCHB Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 2,382 shares — an estimated $41K sold.

Stonebridge Financial Planning Group first reported a position in SCHB in Q1 2021 and held it in 4 quarters. The position peaked at $45K in Q3 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 2,382 Schwab US Broad Market ETF shares in Q1 2022, an estimated $41K.
  • Stonebridge Financial Planning Group first reported a position in Schwab US Broad Market ETF in Q1 2021 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Schwab US Broad Market ETF position peaked at $45K in Q3 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.