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

Wealth CMT’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
Q1 		– Sell
-482,463
Closed -$7.21M – 34
2022
Q4 		$7.21M Buy
482,463
+174,807
+57% +$2.63M 3.83% 7
2022
Q3 		$4.31M Sell
307,656
-15,687
-5% -$244K 2.58% 9
2022
Q2 		$4.76M Sell
323,343
-107,427
-25% -$1.72M 2.77% 9
2022
Q1 		$7.67M Sell
430,770
-19,422
-4% -$341K 3.91% 8
2021
Q4 		$8.48M Buy
+450,192
New +$8.28M 4.35% 7
2021
Q3 		– Sell
-355,728
Closed -$6.18M – 14
2021
Q2 		$6.18M Buy
355,728
+17,412
+5% +$295K 4.02% 6
2021
Q1 		$5.45M Buy
338,316
+27,846
+9% +$439K 3.21% 9
2020
Q4 		$4.71M Sell
310,470
-203,634
-40% -$2.9M 2.94% 9
2020
Q3 		$6.82M Buy
514,104
+10,806
+2% +$142K 5.07% 6
2020
Q2 		$6.16M Buy
503,298
+68,424
+16% +$789K 4.77% 7
2020
Q1 		$4.38M Sell
434,874
-158,760
-27% -$1.92M 4.06% 7
2019
Q4 		$7.61M Buy
+593,634
New +$7.28M 6.77% 3

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
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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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

Wealth CMT's SCHB Position: Q1 2023 in Review

Wealth CMT sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 482,463 shares — an estimated $7.21M sold.

Wealth CMT first reported a position in SCHB in Q4 2019 and held it in 12 quarters. The position peaked at $8.48M in Q4 2021. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Wealth CMT reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth CMT sold 482,463 Schwab US Broad Market ETF shares in Q1 2023, an estimated $7.21M.
  • Wealth CMT first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 12 quarters.
  • Wealth CMT's Schwab US Broad Market ETF position peaked at $8.48M in Q4 2021.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Wealth CMT's 13F filing for Q1 2023, filed 17 Apr 2023.