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

Wealth Quarterback’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
2021
Q3 		$1K Buy
60
+6
+11% +$107 ﹤0.01% 801
2021
Q2 		$1K Buy
+54
New +$914 ﹤0.01% 814

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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Wealth Quarterback's SCHB Position: Q3 2021 in Review

Wealth Quarterback increased its Schwab US Broad Market ETF (SCHB) stake by 11% in Q3 2021, buying an estimated $107 and bringing the position to 60 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Wealth Quarterback first reported a position in SCHB in Q2 2021 and has held it in 2 quarters since. 777 funds tracked by Wall St. Rank hold SCHB as of Q3 2021.

  • Wealth Quarterback held 60 shares of Schwab US Broad Market ETF worth $1K as of Q3 2021.
  • Wealth Quarterback bought 6 Schwab US Broad Market ETF shares in Q3 2021, an estimated $107.
  • Schwab US Broad Market ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #801 holding.
  • Wealth Quarterback first reported a position in Schwab US Broad Market ETF in Q2 2021 and has held it in 2 quarters since.
  • 777 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.