TCWP’s Schwab US Broad Market ETF SCHB Stock Holding History

TCWP’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
2022 Q2	–	Sell	-5,325	Closed	-$94K	–	1457
2022 Q1	$94K	Buy	+5,325	New	+$93.5K	0.02%	360

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

TCWP's SCHB Position: Q2 2022 in Review

TCWP sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 5,325 shares — an estimated $94K sold.

TCWP first reported a position in SCHB in Q1 2022 and held it in 1 quarter. The position peaked at $94K in Q1 2022. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

TCWP reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 5,325 Schwab US Broad Market ETF shares in Q2 2022, an estimated $94K.
TCWP first reported a position in Schwab US Broad Market ETF in Q1 2022 and held it in 1 quarter.
TCWP's Schwab US Broad Market ETF position peaked at $94K in Q1 2022.
870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.