TIAA FSB’s Schwab US Broad Market ETF SCHB Stock Holding History

TIAA FSB’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	$1.79M	Buy	103,821 +3,759	+4%	+$61.3K	0.01%	265
2023 Q1	$1.6M	Sell	100,062 -4,449	-4%	-$69.6K	0.01%	265
2022 Q4	$1.56M	Sell	104,511 -1,125	-1%	-$16.9K	0.01%	260
2022 Q3	$1.48M	Sell	105,636 -7,275	-6%	-$113K	0.01%	257
2022 Q2	$1.66M	Sell	112,911 -6,699	-6%	-$108K	0.01%	256
2022 Q1	$2.13M	Sell	119,610 -4,320	-3%	-$75.8K	0.01%	255
2021 Q4	$2.33M	Buy	123,930 +17,442	+16%	+$321K	0.01%	240
2021 Q3	$1.84M	Buy	106,488 +6,732	+7%	+$120K	0.01%	263
2021 Q2	$1.73M	Sell	99,756 -1,086	-1%	-$18.4K	0.01%	273
2021 Q1	$1.63M	Sell	100,842 -1,290	-1%	-$20.3K	0.01%	269
2020 Q4	$1.55M	Buy	+102,132	New	+$1.45M	0.01%	266
2020 Q1	–	Sell	-127,524	Closed	-$1.63M	–	288
2019 Q4	$1.63M	Sell	127,524 -2,652	-2%	-$32.5K	0.01%	239
2019 Q3	$1.54M	Sell	130,176 -7,836	-6%	-$92.6K	0.01%	236
2019 Q2	$1.62M	Buy	138,012 +4,272	+3%	+$49.3K	0.01%	220
2019 Q1	$1.52M	Buy	133,740 +1,134	+0.9%	+$12.4K	0.01%	233
2018 Q4	$1.32M	Sell	132,606 -1,104	-0.8%	-$11.9K	0.01%	239
2018 Q3	$1.57M	Buy	133,710 +1,812	+1%	+$20.9K	0.01%	249
2018 Q2	$1.45M	Sell	131,898 -4,800	-4%	-$52.5K	0.01%	245
2018 Q1	$1.45M	Sell	136,698 -444	-0.3%	-$4.88K	0.01%	246
2017 Q4	$1.48M	Buy	137,142 +15,780	+13%	+$165K	0.01%	277
2017 Q3	$1.23M	Buy	121,362 +3,192	+3%	+$31.7K	0.01%	290
2017 Q2	$1.15M	Buy	+118,170	New	+$1.14M	0.01%	289

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 $1.76B AUM 18.21% 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 $807M AUM 18.59% 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

TIAA FSB's SCHB Position: Q2 2023 in Review

TIAA FSB increased its Schwab US Broad Market ETF (SCHB) stake by 3.8% in Q2 2023, buying an estimated $61.3K and bringing the position to 103,821 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #265.

TIAA FSB first reported a position in SCHB in Q2 2017 and has held it in 22 quarters since. The position peaked at $2.33M in Q4 2021. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

TIAA FSB held 103,821 shares of Schwab US Broad Market ETF worth $1.79M as of Q2 2023.
TIAA FSB bought 3,759 Schwab US Broad Market ETF shares in Q2 2023, an estimated $61.3K.
Schwab US Broad Market ETF made up 0.01% of TIAA FSB's portfolio in Q2 2023, its #265 holding.
TIAA FSB first reported a position in Schwab US Broad Market ETF in Q2 2017 and has held it in 22 quarters since.
TIAA FSB's Schwab US Broad Market ETF position peaked at $2.33M in Q4 2021.
945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.