TIM
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Thompson Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Thompson Investment Management’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
Q3 		– Sell
-600
Closed -$10.3K – 416
2023
Q2 		$10.3K Buy
+600
New +$9.78K ﹤0.01% 331

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Betterment LLC
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Thompson Investment Management's SCHB Position: Q3 2023 in Review

Thompson Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 600 shares — an estimated $10.3K sold.

Thompson Investment Management first reported a position in SCHB in Q2 2023 and held it in 1 quarter. The position peaked at $10.3K in Q2 2023. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Thompson Investment Management reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Thompson Investment Management sold 600 Schwab US Broad Market ETF shares in Q3 2023, an estimated $10.3K.
  • Thompson Investment Management first reported a position in Schwab US Broad Market ETF in Q2 2023 and held it in 1 quarter.
  • Thompson Investment Management's Schwab US Broad Market ETF position peaked at $10.3K in Q2 2023.
  • 939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Thompson Investment Management's 13F filing for Q3 2023, filed 30 Oct 2023.