WMR
SCHB icon

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

Wealth Management Resources’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
-18,795
Closed -$302K – 46
2022
Q4 		$302K Buy
+18,795
New +$282K 0.2% 41

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 Management Resources's SCHB Position: Q1 2023 in Review

Wealth Management Resources sold out of Schwab US Broad Market ETF (SCHB) in Q1 2023, closing a stake of 18,795 shares — an estimated $302K sold.

Wealth Management Resources first reported a position in SCHB in Q4 2022 and held it in 1 quarter. The position peaked at $302K in Q4 2022. 923 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Wealth Management Resources reported no remaining Schwab US Broad Market ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Management Resources sold 18,795 Schwab US Broad Market ETF shares in Q1 2023, an estimated $302K.
  • Wealth Management Resources first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 1 quarter.
  • Wealth Management Resources's Schwab US Broad Market ETF position peaked at $302K in Q4 2022.
  • 923 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Wealth Management Resources's 13F filing for Q1 2023, filed 11 Apr 2023.