A
SCHB icon

AdvicePeriod’s Schwab US Broad Market ETF SCHB Stock Holding History

AdvicePeriod’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
2020
Q2 		– Sell
-2,987,610
Closed -$30.1M – 81
2020
Q1 		$30.1M Buy
2,987,610
+120,522
+4% +$1.46M 3.14% 7
2019
Q4 		$36.7M Buy
2,867,088
+52,236
+2% +$641K 3.21% 7
2019
Q3 		$33.3M Buy
2,814,852
+11,148
+0.4% +$132K 3.08% 7
2019
Q2 		$33M Buy
2,803,704
+211,956
+8% +$2.45M 3.09% 8
2019
Q1 		$29.4M Buy
2,591,748
+293,634
+13% +$3.21M 2.81% 10
2018
Q4 		$23M Buy
2,298,114
+1,148,190
+100% +$12.4M 2.6% 11
2018
Q3 		$13.5M Buy
1,149,924
+1,076,910
+1,475% +$12.4M 1.47% 16
2018
Q2 		$803K Buy
+73,014
New +$798K 0.13% 51

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

AdvicePeriod's SCHB Position: Q2 2020 in Review

AdvicePeriod sold out of Schwab US Broad Market ETF (SCHB) in Q2 2020, closing a stake of 2,987,610 shares — an estimated $30.1M sold.

AdvicePeriod first reported a position in SCHB in Q2 2018 and held it in 8 quarters. The position peaked at $36.7M in Q4 2019. 666 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

  • AdvicePeriod reported no remaining Schwab US Broad Market ETF position as of Q2 2020 after selling out during the quarter.
  • AdvicePeriod sold 2,987,610 Schwab US Broad Market ETF shares in Q2 2020, an estimated $30.1M.
  • AdvicePeriod first reported a position in Schwab US Broad Market ETF in Q2 2018 and held it in 8 quarters.
  • AdvicePeriod's Schwab US Broad Market ETF position peaked at $36.7M in Q4 2019.
  • 666 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on AdvicePeriod's 13F filing for Q2 2020, filed 5 Aug 2020.