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

USAdvisors 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
2022 Q4	–	Sell	-33,540	Closed	-$469K	–	121
2022 Q3	$469K	Buy	33,540 +72	+0.2%	+$1.12K	0.24%	82
2022 Q2	$493K	Sell	33,468 -3,948	-11%	-$63.4K	0.25%	80
2022 Q1	$666K	Sell	37,416 -8,412	-18%	-$148K	0.28%	73
2021 Q4	$863K	Sell	45,828 -6,348	-12%	-$117K	0.35%	61
2021 Q3	$903K	Buy	+52,176	New	+$928K	0.39%	56
2021 Q2	–	Sell	-57,402	Closed	-$925K	–	110
2021 Q1	$925K	Sell	57,402 -676,176	-92%	-$10.7M	0.45%	51
2020 Q4	$11.1M	Sell	733,578 -82,662	-10%	-$1.18M	5.34%	5
2020 Q3	$10.8K	Sell	816,240 -1,296	-0.2%	-$17K	1.69%	7
2020 Q2	$10M	Sell	817,536 -46,500	-5%	-$536K	5.32%	6
2020 Q1	$8.7M	Sell	864,036 -55,494	-6%	-$672K	5.37%	4
2019 Q4	$11.8M	Sell	919,530 -1,686	-0.2%	-$20.7K	6.1%	3
2019 Q3	$10.9M	Buy	921,216 +5,712	+0.6%	+$67.5K	5.63%	5
2019 Q2	$10.8K	Buy	915,504 +11,514	+1%	+$133K	4.61%	6
2019 Q1	$10.3M	Buy	903,990 +26,220	+3%	+$286K	7.29%	5
2018 Q4	$8.77M	Buy	877,770 +20,742	+2%	+$224K	7.16%	6
2018 Q3	$10.1M	Buy	+857,028	New	+$9.88M	7.2%	4

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

USAdvisors Wealth Management's SCHB Position: Q4 2022 in Review

USAdvisors Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2022, closing a stake of 33,540 shares — an estimated $469K sold.

USAdvisors Wealth Management first reported a position in SCHB in Q3 2018 and held it in 16 quarters. The position peaked at $11.8M in Q4 2019. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

USAdvisors Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2022 after selling out during the quarter.
USAdvisors Wealth Management sold 33,540 Schwab US Broad Market ETF shares in Q4 2022, an estimated $469K.
USAdvisors Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 16 quarters.
USAdvisors Wealth Management's Schwab US Broad Market ETF position peaked at $11.8M in Q4 2019.
929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on USAdvisors Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.