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Strengthening Families & Communities LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Strengthening Families & Communities LLC’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
Q4 		– Sell
-90
Closed -$2.01K – 518
2024
Q3 		$2.01K Hold
90
– – ﹤0.01% 444
2024
Q2 		$2K Buy
+90
New +$1.82K ﹤0.01% 484

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SCM
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EK
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HCM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strengthening Families & Communities LLC's SCHB Position: Q4 2024 in Review

Strengthening Families & Communities LLC sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 90 shares — an estimated $2.01K sold.

Strengthening Families & Communities LLC first reported a position in SCHB in Q2 2024 and held it in 2 quarters. The position peaked at $2.01K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Strengthening Families & Communities LLC reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 90 Schwab US Broad Market ETF shares in Q4 2024, an estimated $2.01K.
  • Strengthening Families & Communities LLC first reported a position in Schwab US Broad Market ETF in Q2 2024 and held it in 2 quarters.
  • Strengthening Families & Communities LLC's Schwab US Broad Market ETF position peaked at $2.01K in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2024, filed 29 Jan 2025.