Vaughan David Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Vaughan David Investments’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	-41,550	Closed	-$716K	–	203
2023 Q2	$716K	Hold	41,550	–	–	0.02%	136
2023 Q1	$663K	Buy	+41,550	New	+$650K	0.02%	139
2022 Q1	–	Sell	-47,082	Closed	-$887K	–	204
2021 Q4	$887K	Hold	47,082	–	–	0.03%	129
2021 Q3	$815K	Sell	47,082 -4,410	-9%	-$78.4K	0.03%	129
2021 Q2	$895K	Buy	51,492 +11,532	+29%	+$195K	0.03%	132
2021 Q1	$644K	Buy	39,960 +9,054	+29%	+$143K	0.02%	133
2020 Q4	$469K	Buy	30,906 +8,400	+37%	+$120K	0.02%	139
2020 Q3	$299K	Hold	22,506	–	–	0.01%	153
2020 Q2	$276K	Buy	+22,506	New	+$259K	0.01%	158
2020 Q1	–	Sell	-43,818	Closed	-$561K	–	184
2019 Q4	$561K	Buy	43,818 +6,402	+17%	+$78.6K	0.02%	136
2019 Q3	$443K	Sell	37,416 -11,748	-24%	-$139K	0.02%	145
2019 Q2	$578K	Buy	49,164 +20,814	+73%	+$240K	0.02%	138
2019 Q1	$322K	Buy	+28,350	New	+$310K	0.01%	156

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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

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

Evergreen Advisors Chattanooga, Tennessee $426M AUM

Vaughan David Investments's SCHB Position: Q3 2023 in Review

Vaughan David Investments sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 41,550 shares — an estimated $716K sold.

Vaughan David Investments first reported a position in SCHB in Q1 2019 and held it in 13 quarters. The position peaked at $895K in Q2 2021. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

Vaughan David Investments reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
Vaughan David Investments sold 41,550 Schwab US Broad Market ETF shares in Q3 2023, an estimated $716K.
Vaughan David Investments first reported a position in Schwab US Broad Market ETF in Q1 2019 and held it in 13 quarters.
Vaughan David Investments's Schwab US Broad Market ETF position peaked at $895K in Q2 2021.
939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Vaughan David Investments's 13F filing for Q3 2023, filed 7 Nov 2023.