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

Wellington Wealth Strategies’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
2024
Q2 		– Sell
-10,638
Closed -$216K – 154
2024
Q1 		$216K Buy
+10,638
New +$206K 0.1% 132

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HWM
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Wellington Wealth Strategies's SCHB Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 10,638 shares — an estimated $216K sold.

Wellington Wealth Strategies first reported a position in SCHB in Q1 2024 and held it in 1 quarter. The position peaked at $216K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Wellington Wealth Strategies reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 10,638 Schwab US Broad Market ETF shares in Q2 2024, an estimated $216K.
  • Wellington Wealth Strategies first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's Schwab US Broad Market ETF position peaked at $216K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.