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Wingate Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-4,236
Closed -$96.2K – 359
2024
Q4 		$96.2K Buy
+4,236
New +$96.8K 0.09% 144

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R
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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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Wingate Wealth Advisors's SCHB Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 4,236 shares — an estimated $96.2K sold.

Wingate Wealth Advisors first reported a position in SCHB in Q4 2024 and held it in 1 quarter. The position peaked at $96.2K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 4,236 Schwab US Broad Market ETF shares in Q1 2025, an estimated $96.2K.
  • Wingate Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Schwab US Broad Market ETF position peaked at $96.2K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.