SCA
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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 $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 $330M AUM 18.08% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 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