Ten Capital Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Ten Capital Wealth Advisors’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 Q2	$323K	Sell	18,750 -7,902	-30%	-$129K	0.09%	92
2023 Q1	$425K	Buy	26,652 +13,452	+102%	+$210K	0.14%	52
2022 Q4	$197K	Hold	13,200	–	–	0.08%	86
2022 Q3	$185K	Hold	13,200	–	–	0.08%	81
2022 Q2	$194K	Hold	13,200	–	–	0.08%	77
2022 Q1	$235K	Hold	13,200	–	–	0.1%	73
2021 Q4	$249K	Hold	13,200	–	–	0.1%	62
2021 Q3	$228K	Buy	+13,200	New	+$235K	0.11%	59
2021 Q2	–	Sell	-1,260	Closed	-$20K	–	486
2021 Q1	$20K	Buy	+1,260	New	+$19.9K	﹤0.01%	225

Other funds holding SCHB

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

SCM

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HCM

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

RPGK

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

Ten Capital Wealth Advisors's SCHB Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 30% in Q2 2023, selling an estimated $129K and leaving 18,750 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #92.

Ten Capital Wealth Advisors first reported a position in SCHB in Q1 2021 and has held it in 9 quarters since. The position peaked at $425K in Q1 2023. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

Ten Capital Wealth Advisors held 18,750 shares of Schwab US Broad Market ETF worth $323K as of Q2 2023.
Ten Capital Wealth Advisors sold 7,902 Schwab US Broad Market ETF shares in Q2 2023, an estimated $129K.
Schwab US Broad Market ETF made up 0.09% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #92 holding.
Ten Capital Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 9 quarters since.
Ten Capital Wealth Advisors's Schwab US Broad Market ETF position peaked at $425K in Q1 2023.
945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.