WIC
SCHB icon

Woodmont Investment Counsel’s Schwab US Broad Market ETF SCHB Stock Holding History

Woodmont Investment Counsel’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
-5,988
Closed -$122K – 333
2024
Q1 		$122K Buy
+5,988
New +$116K 0.01% 270
2023
Q1 		– Sell
-115,512
Closed -$1.73M – 258
2022
Q4 		$1.73M Hold
115,512
– – 0.2% 99
2022
Q3 		$1.62M Hold
115,512
– – 0.2% 97
2022
Q2 		$1.7M Hold
115,512
– – 0.21% 98
2022
Q1 		$2.06M Hold
115,512
– – 0.24% 88
2021
Q4 		$2.18M Hold
115,512
– – 0.28% 81
2021
Q3 		$2M Sell
115,512
-13,362
-10% -$238K 0.29% 79
2021
Q2 		$2.24M Buy
128,874
+5,988
+5% +$101K 0.35% 68
2021
Q1 		$1.98M Sell
122,886
-1,800
-1% -$28.4K 0.34% 69
2020
Q4 		$1.89M Hold
124,686
– – 0.35% 67
2020
Q3 		$1.66M Hold
124,686
– – 0.35% 69
2020
Q2 		$1.53M Buy
124,686
+1,800
+1% +$20.8K 0.37% 69
2020
Q1 		$1.24M Hold
122,886
– – 0.34% 71
2019
Q4 		$1.57M Hold
122,886
– – 0.36% 70
2019
Q3 		$1.46M Sell
122,886
-12
-0% -$142 0.36% 71
2019
Q2 		$1.45M Hold
122,898
– – 0.36% 72
2019
Q1 		$1.39M Hold
122,898
– – 0.36% 72
2018
Q4 		$1.23M Buy
+122,898
New +$1.33M 0.35% 74

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $10.6B AUM 19.73% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B 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 $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Woodmont Investment Counsel's SCHB Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Schwab US Broad Market ETF (SCHB) in Q2 2024, closing a stake of 5,988 shares — an estimated $122K sold.

Woodmont Investment Counsel first reported a position in SCHB in Q4 2018 and held it in 18 quarters. The position peaked at $2.24M in Q2 2021. 1,082 funds tracked by Wall St. Rank hold SCHB as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining Schwab US Broad Market ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 5,988 Schwab US Broad Market ETF shares in Q2 2024, an estimated $122K.
  • Woodmont Investment Counsel first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 18 quarters.
  • Woodmont Investment Counsel's Schwab US Broad Market ETF position peaked at $2.24M in Q2 2021.
  • 1,082 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.