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Alley Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Alley Company’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
2021
Q4 		$201K Buy
+10,686
New +$197K 0.03% 88

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SCM
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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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Alley Company's SCHB Position: Q4 2021 in Review

Alley Company opened a new position in Schwab US Broad Market ETF (SCHB) in Q4 2021: 10,686 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #88 among its holdings.

894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

  • Alley Company held 10,686 shares of Schwab US Broad Market ETF worth $201K as of Q4 2021.
  • Schwab US Broad Market ETF was a new Alley Company position in Q4 2021.
  • Schwab US Broad Market ETF made up 0.03% of Alley Company's portfolio in Q4 2021, its #88 holding.
  • 894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Alley Company's 13F filing for Q4 2021, filed 25 Jan 2022.