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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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return