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Wealthsimple’s Schwab US Broad Market ETF SCHB Stock Holding History

Wealthsimple’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
2022
Q3 		$376K Sell
26,838
-1,110
-4% -$17.3K 0.01% 26
2022
Q2 		$412K Buy
+27,948
New +$449K 0.01% 24

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Wealthsimple's SCHB Position: Q3 2022 in Review

Wealthsimple reduced its Schwab US Broad Market ETF (SCHB) stake by 4% in Q3 2022, selling an estimated $17.3K and leaving 26,838 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #26.

Wealthsimple first reported a position in SCHB in Q2 2022 and has held it in 2 quarters since. The position peaked at $412K in Q2 2022. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • Wealthsimple held 26,838 shares of Schwab US Broad Market ETF worth $376K as of Q3 2022.
  • Wealthsimple sold 1,110 Schwab US Broad Market ETF shares in Q3 2022, an estimated $17.3K.
  • Schwab US Broad Market ETF made up 0.01% of Wealthsimple's portfolio in Q3 2022, its #26 holding.
  • Wealthsimple first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 2 quarters since.
  • Wealthsimple's Schwab US Broad Market ETF position peaked at $412K in Q2 2022.
  • 855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.