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

ViaWealth’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
Q2 		– Sell
-16,068
Closed -$256K – 156
2023
Q1 		$256K Buy
16,068
+60
+0.4% +$938 0.2% 132
2022
Q4 		$243K Buy
+16,008
New +$241K 0.2% 138

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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 $15.5B AUM 18.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

ViaWealth's SCHB Position: Q2 2023 in Review

ViaWealth sold out of Schwab US Broad Market ETF (SCHB) in Q2 2023, closing a stake of 16,068 shares — an estimated $256K sold.

ViaWealth first reported a position in SCHB in Q4 2022 and held it in 2 quarters. The position peaked at $256K in Q1 2023. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

  • ViaWealth reported no remaining Schwab US Broad Market ETF position as of Q2 2023 after selling out during the quarter.
  • ViaWealth sold 16,068 Schwab US Broad Market ETF shares in Q2 2023, an estimated $256K.
  • ViaWealth first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 2 quarters.
  • ViaWealth's Schwab US Broad Market ETF position peaked at $256K in Q1 2023.
  • 945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on ViaWealth's 13F filing for Q2 2023, filed 10 Aug 2023.