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

V Wealth 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 		– Sell
-50,022
Closed -$862K – 305
2023
Q2 		$862K Buy
50,022
+1,455
+3% +$23.7K 0.14% 143
2023
Q1 		$775K Buy
48,567
+102
+0.2% +$1.59K 0.15% 145
2022
Q4 		$724K Buy
48,465
+126
+0.3% +$1.89K 0.15% 145
2022
Q3 		$677K Buy
48,339
+114
+0.2% +$1.77K 0.14% 153
2022
Q2 		$711K Buy
48,225
+33
+0.1% +$530 0.13% 173
2022
Q1 		$858K Sell
48,192
-2,130
-4% -$37.4K 0.14% 168
2021
Q4 		$947K Buy
50,322
+102
+0.2% +$1.88K 0.14% 166
2021
Q3 		$870K Sell
50,220
-414
-0.8% -$7.36K 0.13% 168
2021
Q2 		$881K Buy
50,634
+72
+0.1% +$1.22K 0.14% 166
2021
Q1 		$815K Buy
50,562
+3,942
+8% +$62.1K 0.15% 167
2020
Q4 		$707K Buy
+46,620
New +$664K 0.15% 167
2020
Q3 		– Sell
-27,048
Closed -$331K – 307
2020
Q2 		$331K Sell
27,048
-7,506
-22% -$86.5K 0.09% 248
2020
Q1 		$348K Sell
34,554
-17,490
-34% -$212K 0.11% 192
2019
Q4 		$616K Hold
52,044
– – 0.22% 116
2019
Q3 		$616K Buy
52,044
+1,524
+3% +$18K 0.22% 115
2019
Q2 		$599K Buy
50,520
+7,938
+19% +$91.7K 0.23% 120
2019
Q1 		$498K Buy
42,582
+10,116
+31% +$110K 0.2% 122
2018
Q4 		$335K Buy
32,466
+84
+0.3% +$908 0.17% 143
2018
Q3 		$379K Buy
32,382
+54
+0.2% +$622 0.18% 146
2018
Q2 		$365K Buy
32,328
+54
+0.2% +$590 0.2% 124
2018
Q1 		$335K Buy
32,274
+54
+0.2% +$593 0.18% 137
2017
Q4 		$359K Buy
32,220
+54
+0.2% +$566 0.18% 134
2017
Q3 		$327K Buy
32,166
+654
+2% +$6.49K 0.17% 124
2017
Q2 		$307K Buy
31,512
+54
+0.2% +$522 0.14% 131
2017
Q1 		$300K Buy
31,458
+648
+2% +$6.08K 0.18% 130
2016
Q4 		$279K Buy
30,810
+72
+0.2% +$634 0.2% 138
2016
Q3 		$268K Buy
30,738
+36
+0.1% +$313 0.22% 132
2016
Q2 		$258K Buy
30,702
+60
+0.2% +$498 0.21% 129
2016
Q1 		$252K Buy
+30,642
New +$238K 0.2% 116

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

V Wealth Advisors's SCHB Position: Q3 2023 in Review

V Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 50,022 shares — an estimated $862K sold.

V Wealth Advisors first reported a position in SCHB in Q1 2016 and held it in 29 quarters. The position peaked at $947K in Q4 2021. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • V Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 50,022 Schwab US Broad Market ETF shares in Q3 2023, an estimated $862K.
  • V Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2016 and held it in 29 quarters.
  • V Wealth Advisors's Schwab US Broad Market ETF position peaked at $947K in Q4 2021.
  • 939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.