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Wells Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Wells Financial Advisors’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
Q4 		– Sell
-192
Closed -$3.19K – 65
2023
Q3 		$3.19K Hold
192
– – ﹤0.01% 64
2023
Q2 		$3.31K Hold
192
– – ﹤0.01% 64
2023
Q1 		$3.06K Hold
192
– – ﹤0.01% 64
2022
Q4 		$2.87K Hold
192
– – ﹤0.01% 63
2022
Q3 		$3K Hold
192
– – ﹤0.01% 64
2022
Q2 		$3K Sell
192
-2,082
-92% -$33.4K ﹤0.01% 57
2022
Q1 		$40K Sell
2,274
-438
-16% -$7.69K 0.03% 49
2021
Q4 		$51K Hold
2,712
– – 0.04% 49
2021
Q3 		$47K Hold
2,712
– – 0.04% 48
2021
Q2 		$47K Hold
2,712
– – 0.04% 48
2021
Q1 		$44K Sell
2,712
-84
-3% -$1.32K 0.04% 49
2020
Q4 		$42K Buy
+2,796
New +$39.8K 0.04% 50

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Financial Advisors's SCHB Position: Q4 2023 in Review

Wells Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2023, closing a stake of 192 shares — an estimated $3.19K sold.

Wells Financial Advisors first reported a position in SCHB in Q4 2020 and held it in 12 quarters. The position peaked at $51K in Q4 2021. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Wells Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2023 after selling out during the quarter.
  • Wells Financial Advisors sold 192 Schwab US Broad Market ETF shares in Q4 2023, an estimated $3.19K.
  • Wells Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 12 quarters.
  • Wells Financial Advisors's Schwab US Broad Market ETF position peaked at $51K in Q4 2021.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Wells Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.