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

Strategic Capital Advisers’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 		$6.22M Buy
422,037
+8,778
+2% +$141K 5.13% 2
2022
Q1 		$7.36M Sell
413,259
-22,743
-5% -$399K 5.61% 2
2021
Q4 		$8.21M Sell
436,002
-6,276
-1% -$115K 5.88% 1
2021
Q3 		$7.66M Sell
442,278
-21,174
-5% -$377K 5.96% 1
2021
Q2 		$8.05M Sell
463,452
-18,660
-4% -$316K 6.66% 1
2021
Q1 		$7.77M Sell
482,112
-24,990
-5% -$394K 6.76% 1
2020
Q4 		$7.69M Sell
507,102
-7,068
-1% -$101K 6.55% 1
2020
Q3 		$6.83M Sell
514,170
-21,450
-4% -$282K 6.41% 1
2020
Q2 		$6.56M Buy
535,620
+98,328
+22% +$1.13M 6.59% 1
2020
Q1 		$4.4M Sell
437,292
-19,458
-4% -$235K 5.33% 3
2019
Q4 		$5.85M Sell
456,750
-1,050
-0.2% -$12.9K 5.48% 2
2019
Q3 		$5.42M Sell
457,800
-40,302
-8% -$476K 6.03% 1
2019
Q2 		$5.86M Sell
498,102
-5,100
-1% -$58.9K 6.17% 1
2019
Q1 		$5.71M Sell
503,202
-26,172
-5% -$286K 6.17% 1
2018
Q4 		$5.29M Sell
529,374
-40,350
-7% -$436K 5.67% 1
2018
Q3 		$6.68M Sell
569,724
-420
-0.1% -$4.84K 4.76% 3
2018
Q2 		$6.56M Sell
570,144
-107,826
-16% -$1.18M 4.8% 4
2018
Q1 		$7.29M Hold
677,970
– – 7.19% 1
2017
Q4 		$7.29M Buy
+677,970
New +$7.11M 7.18% 1

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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 $901M AUM 21.04% 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 $3.94B AUM 18.64% 1-Year Est. Return

Strategic Capital Advisers's SCHB Position: Q2 2022 in Review

Strategic Capital Advisers increased its Schwab US Broad Market ETF (SCHB) stake by 2.1% in Q2 2022, buying an estimated $141K and bringing the position to 422,037 shares worth $6.22M. The position accounts for 5.13% of the portfolio, ranked #2.

Strategic Capital Advisers first reported a position in SCHB in Q4 2017 and has held it in 19 quarters since. The position peaked at $8.21M in Q4 2021. 872 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • Strategic Capital Advisers held 422,037 shares of Schwab US Broad Market ETF worth $6.22M as of Q2 2022.
  • Strategic Capital Advisers bought 8,778 Schwab US Broad Market ETF shares in Q2 2022, an estimated $141K.
  • Schwab US Broad Market ETF made up 5.13% of Strategic Capital Advisers's portfolio in Q2 2022, its #2 holding.
  • Strategic Capital Advisers first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 19 quarters since.
  • Strategic Capital Advisers's Schwab US Broad Market ETF position peaked at $8.21M in Q4 2021.
  • 872 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.