ZC
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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
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
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 $3.23B AUM 15.3% 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. 929 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.
  • 929 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.