WealthPLAN Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-2,709	Closed	-$46.7K	–	993
2023 Q2	$46.7K	Hold	2,709	–	–	0.01%	524
2023 Q1	$43.2K	Buy	+2,709	New	+$42.4K	﹤0.01%	585
2017 Q3	–	Sell	-21,312	Closed	-$208K	–	203
2017 Q2	$208K	Buy	+21,312	New	+$206K	0.06%	166
2016 Q3	–	Sell	-516	Closed	-$2.17K	–	1062
2016 Q2	$2.17K	Buy	+516	New	+$4.28K	﹤0.01%	2222
2015 Q4	$28.7K	Buy	+10,530	New	+$86.8K	﹤0.01%	778

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM