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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

WealthPLAN Partners's SCHB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 2,709 shares — an estimated $46.7K sold.

WealthPLAN Partners first reported a position in SCHB in Q4 2015 and held it in 5 quarters. The position peaked at $208K in Q2 2017. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

WealthPLAN Partners reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 2,709 Schwab US Broad Market ETF shares in Q3 2023, an estimated $46.7K.
WealthPLAN Partners first reported a position in Schwab US Broad Market ETF in Q4 2015 and held it in 5 quarters.
WealthPLAN Partners's Schwab US Broad Market ETF position peaked at $208K in Q2 2017.
939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.