VWA
SCHB icon

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

Visionary 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
2022
Q1 		– Sell
-15,660
Closed -$295K – 453
2021
Q4 		$295K Buy
+15,660
New +$288K 0.02% 297
2021
Q3 		– Sell
-22,122
Closed -$384K – 349
2021
Q2 		$384K Sell
22,122
-237,324
-91% -$4.02M 0.04% 233
2021
Q1 		$4.18M Buy
259,446
+38,046
+17% +$600K 0.44% 62
2020
Q4 		$3.36M Buy
+221,400
New +$3.15M 0.38% 68

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Visionary Wealth Advisors's SCHB Position: Q1 2022 in Review

Visionary Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 15,660 shares — an estimated $295K sold.

Visionary Wealth Advisors first reported a position in SCHB in Q4 2020 and held it in 4 quarters. The position peaked at $4.18M in Q1 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Visionary Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 15,660 Schwab US Broad Market ETF shares in Q1 2022, an estimated $295K.
  • Visionary Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 4 quarters.
  • Visionary Wealth Advisors's Schwab US Broad Market ETF position peaked at $4.18M in Q1 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Visionary Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.