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Vigilant Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Vigilant Capital 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
2023
Q2 		$591K Sell
34,293
-84
-0.2% -$1.37K 0.04% 83
2023
Q1 		$548K Sell
34,377
-1,350
-4% -$21.1K 0.04% 85
2022
Q4 		$534K Sell
35,727
-1,650
-4% -$24.8K 0.05% 88
2022
Q3 		$523K Sell
37,377
-450
-1% -$7K 0.05% 84
2022
Q2 		$557K Buy
37,827
+1,905
+5% +$30.6K 0.05% 86
2022
Q1 		$639K Buy
35,922
+2,370
+7% +$41.6K 0.05% 86
2021
Q4 		$632K Buy
33,552
+630
+2% +$11.6K 0.04% 89
2021
Q3 		$570K Sell
32,922
-150
-0.5% -$2.67K 0.05% 82
2021
Q2 		$575K Buy
33,072
+300
+0.9% +$5.08K 0.05% 80
2021
Q1 		$528K Buy
+32,772
New +$517K 0.05% 77
2020
Q4 		– Sell
-36,228
Closed -$481K – 365
2020
Q3 		$481K Sell
36,228
-450
-1% -$5.92K 0.05% 77
2020
Q2 		$449K Sell
36,678
-6,432
-15% -$74.1K 0.05% 71
2020
Q1 		$434K Sell
43,110
-1,686
-4% -$20.4K 0.06% 66
2019
Q4 		$574K Sell
44,796
-2,814
-6% -$34.5K 0.07% 71
2019
Q3 		$564K Sell
47,610
-8,094
-15% -$95.6K 0.07% 67
2019
Q2 		$655K Buy
55,704
+3,870
+7% +$44.7K 0.09% 63
2019
Q1 		$588K Buy
51,834
+2,004
+4% +$21.9K 0.08% 73
2018
Q4 		$498K Buy
49,830
+516
+1% +$5.58K 0.08% 77
2018
Q3 		$579K Buy
49,314
+234
+0.5% +$2.7K 0.08% 78
2018
Q2 		$540K Sell
49,080
-6,192
-11% -$67.7K 0.08% 72
2018
Q1 		$588K Sell
55,272
-3,450
-6% -$37.9K 0.08% 74
2017
Q4 		$631K Sell
58,722
-3,030
-5% -$31.8K 0.08% 84
2017
Q3 		$627K Sell
61,752
-4,410
-7% -$43.8K 0.09% 75
2017
Q2 		$645K Sell
66,162
-8,340
-11% -$80.5K 0.11% 73
2017
Q1 		$709K Sell
74,502
-8,250
-10% -$77.4K 0.12% 72
2016
Q4 		$747K Sell
82,752
-1,950
-2% -$17.2K 0.13% 74
2016
Q3 		$739K Sell
84,702
-3,768
-4% -$32.7K 0.13% 73
2016
Q2 		$742K Sell
88,470
-6,750
-7% -$56K 0.14% 70
2016
Q1 		$782K Sell
95,220
-25,500
-21% -$198K 0.16% 67
2015
Q4 		$987K Sell
120,720
-40,620
-25% -$335K 0.2% 69
2015
Q3 		$1.25M Sell
161,340
-21,000
-12% -$173K 0.25% 64
2015
Q2 		$1.53M Sell
182,340
-114,540
-39% -$979K 0.28% 63
2015
Q1 		$2.5M Sell
296,880
-44,538
-13% -$372K 0.47% 57
2014
Q4 		$2.83M Sell
341,418
-55,830
-14% -$452K 0.56% 55
2014
Q3 		$3.15M Sell
397,248
-36,390
-8% -$291K 0.68% 50
2014
Q2 		$3.45M Sell
433,638
-7,920
-2% -$61.1K 0.77% 49
2014
Q1 		$3.36M Sell
441,558
-56,550
-11% -$423K 0.79% 48
2013
Q4 		$3.74M Sell
498,108
-23,220
-4% -$167K 0.91% 47
2013
Q3 		$3.57M Sell
521,328
-9,450
-2% -$64.2K 1.01% 45
2013
Q2 		$3.44M Buy
+530,778
New +$3.45M 1.02% 46

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 $1.76B AUM 18.21% 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 $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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Vigilant Capital Management's SCHB Position: Q2 2023 in Review

Vigilant Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q2 2023, selling an estimated $1.37K and leaving 34,293 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #83.

Vigilant Capital Management first reported a position in SCHB in Q2 2013 and has held it in 40 quarters since. The position peaked at $3.74M in Q4 2013. 945 funds tracked by Wall St. Rank hold SCHB as of Q2 2023.

  • Vigilant Capital Management held 34,293 shares of Schwab US Broad Market ETF worth $591K as of Q2 2023.
  • Vigilant Capital Management sold 84 Schwab US Broad Market ETF shares in Q2 2023, an estimated $1.37K.
  • Schwab US Broad Market ETF made up 0.04% of Vigilant Capital Management's portfolio in Q2 2023, its #83 holding.
  • Vigilant Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 40 quarters since.
  • Vigilant Capital Management's Schwab US Broad Market ETF position peaked at $3.74M in Q4 2013.
  • 945 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.