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Veritable’s Schwab US Broad Market ETF SCHB Stock Holding History

Veritable’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
-81,345
Closed -$1.4M – 651
2023
Q2 		$1.4M Sell
81,345
-20,643
-20% -$337K 0.02% 300
2023
Q1 		$1.63M Buy
101,988
+27
+0% +$422 0.03% 275
2022
Q4 		$1.52M Buy
101,961
+33
+0% +$496 0.03% 275
2022
Q3 		$1.43M Buy
101,928
+30
+0% +$467 0.03% 274
2022
Q2 		$1.5M Buy
101,898
+10,704
+12% +$172K 0.03% 288
2022
Q1 		$1.62M Buy
91,194
+1,626
+2% +$28.5K 0.02% 296
2021
Q4 		$1.69M Buy
89,568
+24
+0% +$442 0.03% 284
2021
Q3 		$1.55M Buy
89,544
+24
+0% +$427 0.03% 284
2021
Q2 		$1.56M Buy
89,520
+1,050
+1% +$17.8K 0.02% 291
2021
Q1 		$1.43M Buy
88,470
+24
+0% +$378 0.02% 289
2020
Q4 		$1.34M Buy
88,446
+24
+0% +$342 0.02% 282
2020
Q3 		$1.17M Buy
88,422
+42
+0% +$552 0.02% 288
2020
Q2 		$1.08M Buy
88,380
+4,092
+5% +$47.2K 0.02% 292
2020
Q1 		$849K Sell
84,288
-23,394
-22% -$283K 0.02% 341
2019
Q4 		$1.38M Buy
107,682
+54
+0.1% +$663 0.03% 297
2019
Q3 		$1.27M Buy
107,628
+24
+0% +$284 0.02% 294
2019
Q2 		$1.26M Buy
107,604
+48
+0% +$554 0.03% 298
2019
Q1 		$1.22M Buy
107,556
+18,960
+21% +$207K 0.02% 299
2018
Q4 		$885K Sell
88,596
-5,310
-6% -$57.4K 0.02% 334
2018
Q3 		$1.1M Buy
93,906
+24
+0% +$277 0.02% 325
2018
Q2 		$1.03M Buy
93,882
+5,538
+6% +$60.5K 0.02% 332
2018
Q1 		$939K Buy
88,344
+18
+0% +$198 0.02% 347
2017
Q4 		$950K Buy
88,326
+24
+0% +$252 0.02% 347
2017
Q3 		$896K Buy
88,302
+66
+0.1% +$655 0.02% 369
2017
Q2 		$860K Buy
88,236
+24
+0% +$232 0.02% 381
2017
Q1 		$839K Buy
88,212
+58,812
+200% +$552K 0.02% 364
2016
Q4 		$265K Buy
29,400
+30
+0.1% +$264 0.01% 627
2016
Q3 		$256K Buy
+29,370
New +$255K 0.01% 633

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Veritable's SCHB Position: Q3 2023 in Review

Veritable sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 81,345 shares — an estimated $1.4M sold.

Veritable first reported a position in SCHB in Q3 2016 and held it in 28 quarters. The position peaked at $1.69M in Q4 2021. 940 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Veritable reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 81,345 Schwab US Broad Market ETF shares in Q3 2023, an estimated $1.4M.
  • Veritable first reported a position in Schwab US Broad Market ETF in Q3 2016 and held it in 28 quarters.
  • Veritable's Schwab US Broad Market ETF position peaked at $1.69M in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.