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True Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

True Capital 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
Q1 		$635K Hold
39,807
– – 0.43% 55
2022
Q4 		$595K Buy
+39,807
New +$598K 0.48% 52

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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
R
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SG
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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
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

True Capital Management's SCHB Position: Q1 2023 in Review

True Capital Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2023 at 39,807 shares worth $635K. The position accounts for 0.43% of the portfolio, ranked #55.

True Capital Management first reported a position in SCHB in Q4 2022 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • True Capital Management held 39,807 shares of Schwab US Broad Market ETF worth $635K as of Q1 2023.
  • True Capital Management left its Schwab US Broad Market ETF share count unchanged in Q1 2023.
  • Schwab US Broad Market ETF made up 0.43% of True Capital Management's portfolio in Q1 2023, its #55 holding.
  • True Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.