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Thrive Capital Management (Pennsylvania)’s Schwab US Broad Market ETF SCHB Stock Holding History

Thrive Capital Management (Pennsylvania)’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
Q2 		– Sell
-44,988
Closed -$794K – 198
2024
Q1 		$794K Buy
+44,988
New +$871K 0.42% 47

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SCM
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EK
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HCM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
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HighTower Advisors
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HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s SCHB Position: Q2 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 44,988 shares — an estimated $794K sold.

Thrive Capital Management (Pennsylvania) first reported a position in SCHB in Q1 2024 and held it in 1 quarter. The position peaked at $794K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Thrive Capital Management (Pennsylvania) reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 44,988 Schwab US Broad Market ETF shares in Q2 2024, an estimated $794K.
  • Thrive Capital Management (Pennsylvania) first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 1 quarter.
  • Thrive Capital Management (Pennsylvania)'s Schwab US Broad Market ETF position peaked at $794K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2024, filed 9 Aug 2024.