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Strategic Blueprint’s Schwab US Broad Market ETF SCHB Stock Holding History

Strategic Blueprint’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
-11,496
Closed -$217K – 538
2021
Q4 		$217K Buy
+11,496
New +$212K 0.03% 452
2021
Q3 		– Sell
-2,166
Closed -$38K – 1138
2021
Q2 		$38K Buy
+2,166
New +$36.7K 0.01% 683

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 $807M AUM 18.59% 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

Strategic Blueprint's SCHB Position: Q1 2022 in Review

Strategic Blueprint sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 11,496 shares — an estimated $217K sold.

Strategic Blueprint first reported a position in SCHB in Q2 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Strategic Blueprint reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • Strategic Blueprint sold 11,496 Schwab US Broad Market ETF shares in Q1 2022, an estimated $217K.
  • Strategic Blueprint first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 2 quarters.
  • Strategic Blueprint's Schwab US Broad Market ETF position peaked at $217K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Strategic Blueprint's 13F filing for Q1 2022, filed 12 Aug 2022.