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Tyler-Stone Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-4,380
Closed -$91.8K – 821
2024
Q2 		$91.8K Hold
4,380
– – 0.04% 298
2024
Q1 		$89.1K Hold
4,380
– – 0.04% 288
2023
Q4 		$81.3K Hold
4,380
– – 0.04% 290
2023
Q3 		$73K Hold
4,380
– – 0.04% 290
2023
Q2 		$75K Buy
+4,380
New +$71.4K 0.04% 283
2022
Q4 		$79K Hold
5,280
– – 0.05% 264
2022
Q3 		$74K Hold
5,280
– – 0.06% 257
2022
Q2 		$78K Hold
5,280
– – 0.05% 264
2022
Q1 		$94K Hold
5,280
– – 0.05% 259
2021
Q4 		$99K Buy
+5,280
New +$97.1K 0.05% 273

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Tyler-Stone Wealth Management's SCHB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 4,380 shares — an estimated $91.8K sold.

Tyler-Stone Wealth Management first reported a position in SCHB in Q4 2021 and held it in 10 quarters. The position peaked at $99K in Q4 2021. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 4,380 Schwab US Broad Market ETF shares in Q3 2024, an estimated $91.8K.
  • Tyler-Stone Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Schwab US Broad Market ETF position peaked at $99K in Q4 2021.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.