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

Zeit 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
2022 Q4	–	Sell	-270	Closed	-$4K	–	36
2022 Q3	$4K	Hold	270	–	–	﹤0.01%	31
2022 Q2	$4K	Hold	270	–	–	﹤0.01%	34
2022 Q1	$5K	Hold	270	–	–	﹤0.01%	33
2021 Q4	$5K	Hold	270	–	–	﹤0.01%	36
2021 Q3	$5K	Hold	270	–	–	﹤0.01%	36
2021 Q2	$5K	Sell	270 -858	-76%	-$14.5K	﹤0.01%	37
2021 Q1	$18K	Buy	+1,128	New	+$17.8K	0.02%	29

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Zeit Capital's SCHB Position: Q4 2022 in Review

Zeit Capital sold out of Schwab US Broad Market ETF (SCHB) in Q4 2022, closing a stake of 270 shares — an estimated $4K sold.

Zeit Capital first reported a position in SCHB in Q1 2021 and held it in 7 quarters. The position peaked at $18K in Q1 2021. 931 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

Zeit Capital reported no remaining Schwab US Broad Market ETF position as of Q4 2022 after selling out during the quarter.
Zeit Capital sold 270 Schwab US Broad Market ETF shares in Q4 2022, an estimated $4K.
Zeit Capital first reported a position in Schwab US Broad Market ETF in Q1 2021 and held it in 7 quarters.
Zeit Capital's Schwab US Broad Market ETF position peaked at $18K in Q1 2021.
931 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Zeit Capital's 13F filing for Q4 2022, filed 8 Feb 2023.