Triad Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Triad Financial 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 Q3	$225K	Hold	13,530	–	–	0.08%	94
2023 Q2	$233K	Hold	13,530	–	–	0.1%	90
2023 Q1	$216K	Hold	13,530	–	–	0.09%	95
2022 Q4	$202K	Buy	+13,530	New	+$203K	0.09%	109
2022 Q2	–	Sell	-13,530	Closed	-$241K	–	115
2022 Q1	$241K	Hold	13,530	–	–	0.13%	97
2021 Q4	$255K	Buy	+13,530	New	+$249K	0.15%	101

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

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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

Evergreen Advisors Chattanooga, Tennessee $426M AUM

Triad Financial Advisors's SCHB Position: Q3 2023 in Review

Triad Financial Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2023 at 13,530 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #94.

Triad Financial Advisors first reported a position in SCHB in Q4 2021 and has held it in 6 quarters since. The position peaked at $255K in Q4 2021. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

Triad Financial Advisors held 13,530 shares of Schwab US Broad Market ETF worth $225K as of Q3 2023.
Triad Financial Advisors left its Schwab US Broad Market ETF share count unchanged in Q3 2023.
Schwab US Broad Market ETF made up 0.08% of Triad Financial Advisors's portfolio in Q3 2023, its #94 holding.
Triad Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 6 quarters since.
Triad Financial Advisors's Schwab US Broad Market ETF position peaked at $255K in Q4 2021.
939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.