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Sugarloaf Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Sugarloaf Wealth Management’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
2023
Q3 		– Sell
-783
Closed -$13.5K – 698
2023
Q2 		$13.5K Buy
+783
New +$12.8K ﹤0.01% 440

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HWM
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HP
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Sugarloaf Wealth Management's SCHB Position: Q3 2023 in Review

Sugarloaf Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 783 shares — an estimated $13.5K sold.

Sugarloaf Wealth Management first reported a position in SCHB in Q2 2023 and held it in 1 quarter. The position peaked at $13.5K in Q2 2023. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Sugarloaf Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 783 Schwab US Broad Market ETF shares in Q3 2023, an estimated $13.5K.
  • Sugarloaf Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Schwab US Broad Market ETF position peaked at $13.5K in Q2 2023.
  • 939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.