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SYSTM Wealth Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-4,857
Closed -$98.8K – 919
2024
Q1 		$98.8K Buy
+4,857
New +$94K 0.01% 478

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SG
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BFG
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HWM
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SYSTM Wealth Solutions's SCHB Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 4,857 shares — an estimated $98.8K sold.

SYSTM Wealth Solutions first reported a position in SCHB in Q1 2024 and held it in 1 quarter. The position peaked at $98.8K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,857 Schwab US Broad Market ETF shares in Q2 2024, an estimated $98.8K.
  • SYSTM Wealth Solutions first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Schwab US Broad Market ETF position peaked at $98.8K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.