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Unique Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Unique Wealth’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
Q4 		– Sell
-27,561
Closed -$611K – 144
2024
Q3 		$611K Buy
27,561
+1,989
+8% +$42.5K 0.14% 73
2024
Q2 		$536K Sell
25,572
-729
-3% -$14.8K 0.14% 63
2024
Q1 		$535K Sell
26,301
-672
-2% -$13K 0.15% 60
2023
Q4 		$501K Sell
26,973
-321
-1% -$5.54K 0.16% 53
2023
Q3 		$454K Hold
27,294
– – 0.19% 53
2023
Q2 		$470K Buy
+27,294
New +$445K 0.21% 39

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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 $1.94B AUM 22.01% 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 $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Unique Wealth's SCHB Position: Q4 2024 in Review

Unique Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 27,561 shares — an estimated $611K sold.

Unique Wealth first reported a position in SCHB in Q2 2023 and held it in 6 quarters. The position peaked at $611K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Unique Wealth reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Unique Wealth sold 27,561 Schwab US Broad Market ETF shares in Q4 2024, an estimated $611K.
  • Unique Wealth first reported a position in Schwab US Broad Market ETF in Q2 2023 and held it in 6 quarters.
  • Unique Wealth's Schwab US Broad Market ETF position peaked at $611K in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Unique Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.