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TAP Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History

TAP Consulting’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 		$2.8M Sell
123,527
-1,207
-1% -$27.6K 0.57% 52
2024
Q3 		$2.77M Buy
124,734
+4,188
+3% +$89.4K 0.54% 55
2024
Q2 		$2.53M Buy
120,546
+4,719
+4% +$95.6K 0.53% 55
2024
Q1 		$2.36M Sell
115,827
-4,770
-4% -$92.3K 0.52% 58
2023
Q4 		$2.24M Sell
120,597
-9,267
-7% -$160K 0.53% 47
2023
Q3 		$2.16M Buy
129,864
+4,062
+3% +$70.3K 0.56% 54
2023
Q2 		$2.17M Buy
125,802
+7,140
+6% +$116K 0.53% 55
2023
Q1 		$1.89M Buy
118,662
+8,133
+7% +$127K 0.46% 57
2022
Q4 		$1.65M Buy
110,529
+66,861
+153% +$1M 0.43% 57
2022
Q3 		$611K Buy
43,668
+1,896
+5% +$29.5K 0.16% 88
2022
Q2 		$615K Sell
41,772
-693
-2% -$11.1K 0.17% 80
2022
Q1 		$756K Buy
42,465
+9,903
+30% +$174K 0.2% 79
2021
Q4 		$613K Sell
32,562
-294
-0.9% -$5.41K 0.14% 93
2021
Q3 		$569K Buy
32,856
+3,576
+12% +$63.6K 0.15% 96
2021
Q2 		$509K Buy
29,280
+1,140
+4% +$19.3K 0.14% 100
2021
Q1 		$454K Buy
28,140
+11,196
+66% +$177K 0.14% 96
2020
Q4 		$257K Buy
16,944
+1,866
+12% +$26.6K 0.09% 117
2020
Q3 		$200K Buy
+15,078
New +$198K 0.08% 116

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

TAP Consulting's SCHB Position: Q4 2024 in Review

TAP Consulting reduced its Schwab US Broad Market ETF (SCHB) stake by 0.97% in Q4 2024, selling an estimated $27.6K and leaving 123,527 shares worth $2.8M. The position accounts for 0.57% of the portfolio, ranked #52.

TAP Consulting first reported a position in SCHB in Q3 2020 and has held it in 18 quarters since. 1,181 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • TAP Consulting held 123,527 shares of Schwab US Broad Market ETF worth $2.8M as of Q4 2024.
  • TAP Consulting sold 1,207 Schwab US Broad Market ETF shares in Q4 2024, an estimated $27.6K.
  • Schwab US Broad Market ETF made up 0.57% of TAP Consulting's portfolio in Q4 2024, its #52 holding.
  • TAP Consulting first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 18 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.