WTA
SCHB icon

Washington Trust Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Washington Trust 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
Q4 		– Sell
-54
Closed -$1K – 870
2022
Q3 		$1K Buy
+54
New +$840 ﹤0.01% 890

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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Washington Trust Advisors's SCHB Position: Q4 2022 in Review

Washington Trust Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2022, closing a stake of 54 shares — an estimated $1K sold.

Washington Trust Advisors first reported a position in SCHB in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 929 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

  • Washington Trust Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 54 Schwab US Broad Market ETF shares in Q4 2022, an estimated $1K.
  • Washington Trust Advisors first reported a position in Schwab US Broad Market ETF in Q3 2022 and held it in 1 quarter.
  • Washington Trust Advisors's Schwab US Broad Market ETF position peaked at $1K in Q3 2022.
  • 929 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.