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Stonegate Investment Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Stonegate Investment 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
2024
Q3 		– Sell
-27,510
Closed -$577K – 425
2024
Q2 		$577K Sell
27,510
-1,626
-6% -$32.9K 0.02% 209
2024
Q1 		$593K Sell
29,136
-885
-3% -$17.1K 0.02% 204
2023
Q4 		$557K Sell
30,021
-801
-3% -$13.8K 0.02% 198
2023
Q3 		$512K Sell
30,822
-294
-0.9% -$5.09K 0.02% 198
2023
Q2 		$536K Sell
31,116
-1,938
-6% -$31.6K 0.02% 200
2023
Q1 		$527K Sell
33,054
-3,588
-10% -$56.1K 0.02% 204
2022
Q4 		$547K Sell
36,642
-2,622
-7% -$39.4K 0.02% 196
2022
Q3 		$550K Sell
39,264
-1,014
-3% -$15.8K 0.03% 176
2022
Q2 		$593K Buy
40,278
+378
+0.9% +$6.07K 0.03% 174
2022
Q1 		$710K Sell
39,900
-252
-0.6% -$4.42K 0.02% 149
2021
Q4 		$756K Buy
+40,152
New +$739K 0.03% 144

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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 $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Stonegate Investment Group's SCHB Position: Q3 2024 in Review

Stonegate Investment Group sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 27,510 shares — an estimated $577K sold.

Stonegate Investment Group first reported a position in SCHB in Q4 2021 and held it in 11 quarters. The position peaked at $756K in Q4 2021. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Stonegate Investment Group reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Stonegate Investment Group sold 27,510 Schwab US Broad Market ETF shares in Q3 2024, an estimated $577K.
  • Stonegate Investment Group first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 11 quarters.
  • Stonegate Investment Group's Schwab US Broad Market ETF position peaked at $756K in Q4 2021.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Stonegate Investment Group's 13F filing for Q3 2024, filed 17 Oct 2024.