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West Branch Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

West Branch Capital’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
Q3 		– Sell
-180
Closed -$3.8K – 637
2024
Q2 		$3.8K Hold
180
– – ﹤0.01% 354
2024
Q1 		$3.69K Hold
180
– – ﹤0.01% 353
2023
Q4 		$3.35K Buy
+180
New +$3.11K ﹤0.01% 366

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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 $1.94B AUM 22.01% 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 $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

West Branch Capital's SCHB Position: Q3 2024 in Review

West Branch Capital sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 180 shares — an estimated $3.8K sold.

West Branch Capital first reported a position in SCHB in Q4 2023 and held it in 3 quarters. The position peaked at $3.8K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • West Branch Capital reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • West Branch Capital sold 180 Schwab US Broad Market ETF shares in Q3 2024, an estimated $3.8K.
  • West Branch Capital first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 3 quarters.
  • West Branch Capital's Schwab US Broad Market ETF position peaked at $3.8K in Q2 2024.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on West Branch Capital's 13F filing for Q3 2024, filed 18 Oct 2024.