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

WCG 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
2023
Q4 		– Sell
-31,020
Closed -$515K – 315
2023
Q3 		$515K Buy
+31,020
New +$537K 0.04% 236

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Betterment LLC
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WCG Wealth Advisors's SCHB Position: Q4 2023 in Review

WCG Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 31,020 shares — an estimated $515K sold.

WCG Wealth Advisors first reported a position in SCHB in Q3 2023 and held it in 1 quarter. The position peaked at $515K in Q3 2023. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • WCG Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • WCG Wealth Advisors sold 31,020 Schwab US Broad Market ETF shares in Q4 2023, an estimated $515K.
  • WCG Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2023 and held it in 1 quarter.
  • WCG Wealth Advisors's Schwab US Broad Market ETF position peaked at $515K in Q3 2023.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on WCG Wealth Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.