AIM
SCHB icon

Aspen Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Aspen Investment Management’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
Q1 		– Sell
-17,292
Closed -$222K – 121
2019
Q4 		$222K Sell
17,292
-6,852
-28% -$84.1K 0.14% 126
2019
Q3 		$286K Hold
24,144
– – 0.19% 107
2019
Q2 		$284K Buy
24,144
+1,122
+5% +$13K 0.19% 110
2019
Q1 		$261K Sell
23,022
-6,780
-23% -$74K 0.18% 115
2018
Q4 		$298K Sell
29,802
-4,806
-14% -$52K 0.24% 103
2018
Q3 		$406K Buy
34,608
+11,244
+48% +$130K 0.27% 100
2018
Q2 		$257K Buy
23,364
+1,344
+6% +$14.7K 0.18% 124
2018
Q1 		$234K Sell
22,020
-3,480
-14% -$38.2K 0.17% 128
2017
Q4 		$274K Buy
25,500
+5,496
+27% +$57.6K 0.19% 120
2017
Q3 		$203K Buy
+20,004
New +$199K 0.15% 133

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $807M AUM 18.59% 1-Year Est. Return

Aspen Investment Management's SCHB Position: Q1 2020 in Review

Aspen Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 17,292 shares — an estimated $222K sold.

Aspen Investment Management first reported a position in SCHB in Q3 2017 and held it in 10 quarters. The position peaked at $406K in Q3 2018. 651 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

  • Aspen Investment Management reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
  • Aspen Investment Management sold 17,292 Schwab US Broad Market ETF shares in Q1 2020, an estimated $222K.
  • Aspen Investment Management first reported a position in Schwab US Broad Market ETF in Q3 2017 and held it in 10 quarters.
  • Aspen Investment Management's Schwab US Broad Market ETF position peaked at $406K in Q3 2018.
  • 651 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on Aspen Investment Management's 13F filing for Q1 2020, filed 15 May 2020.