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Willis Johnson & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Willis Johnson & Associates’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
Q2 		– Sell
-32,652
Closed -$581K – 109
2022
Q1 		$581K Hold
32,652
– – 0.08% 63
2021
Q4 		$615K Buy
32,652
+60
+0.2% +$1.1K 0.08% 57
2021
Q3 		$564K Buy
+32,592
New +$580K 0.08% 57

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SCM
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EK
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MFRM
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SG
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HP
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CC
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RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Willis Johnson & Associates's SCHB Position: Q2 2022 in Review

Willis Johnson & Associates sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 32,652 shares — an estimated $581K sold.

Willis Johnson & Associates first reported a position in SCHB in Q3 2021 and held it in 3 quarters. The position peaked at $615K in Q4 2021. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • Willis Johnson & Associates reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • Willis Johnson & Associates sold 32,652 Schwab US Broad Market ETF shares in Q2 2022, an estimated $581K.
  • Willis Johnson & Associates first reported a position in Schwab US Broad Market ETF in Q3 2021 and held it in 3 quarters.
  • Willis Johnson & Associates's Schwab US Broad Market ETF position peaked at $615K in Q4 2021.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Willis Johnson & Associates's 13F filing for Q2 2022, filed 18 Jul 2022.