Asset Planning Services (Pennsylvania)’s Schwab US Broad Market ETF SCHB Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-17,292	Closed	-$230K	–	79
2020 Q3	$230K	Sell	17,292 -168	-1%	-$2.21K	0.1%	74
2020 Q2	$214K	Buy	+17,460	New	+$201K	0.09%	76
2020 Q1	–	Sell	-17,370	Closed	-$231K	–	76
2019 Q4	$231K	Sell	17,370 -414	-2%	-$5.08K	0.1%	72
2019 Q3	$211K	Buy	17,784 +90	+0.5%	+$1.06K	0.09%	75
2019 Q2	$208K	Hold	17,694	–	–	0.09%	73
2019 Q1	$201K	Buy	17,694 +48	+0.3%	+$524	0.09%	72
2018 Q4	$176K	Buy	17,646 +54	+0.3%	+$584	0.09%	71
2018 Q3	$198K	Sell	17,592 -192	-1%	-$2.21K	0.09%	66
2018 Q2	$196K	Buy	17,784 +78	+0.4%	+$853	0.1%	66
2018 Q1	$188K	Sell	17,706 -294	-2%	-$3.23K	0.1%	68
2017 Q4	$194K	Sell	18,000 -198	-1%	-$2.08K	0.1%	71
2017 Q3	$185K	Sell	18,198 -186	-1%	-$1.85K	0.1%	73
2017 Q2	$179K	Sell	18,384 -78	-0.4%	-$753	0.11%	74
2017 Q1	$176K	Buy	18,462 +10,596	+135%	+$99.4K	0.12%	72
2016 Q4	$71K	Buy	7,866 +54	+0.7%	+$476	0.06%	113
2016 Q3	$68K	Hold	7,812	–	–	0.06%	111
2016 Q2	$66K	Buy	7,812 +36	+0.5%	+$299	0.06%	121
2016 Q1	$64K	Buy	7,776 +36	+0.5%	+$280	0.06%	125
2015 Q4	$63K	Sell	7,740 -27,162	-78%	-$224K	0.06%	94
2015 Q3	$270K	Buy	34,902 +174	+0.5%	+$1.43K	0.27%	47
2015 Q2	$291K	Buy	+34,728	New	+$297K	0.28%	45

Other funds holding SCHB

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SCM

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

RPGK

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

Evergreen Advisors Chattanooga, Tennessee $469M AUM

Asset Planning Services (Pennsylvania)'s SCHB Position: Q4 2020 in Review

Asset Planning Services (Pennsylvania) sold out of Schwab US Broad Market ETF (SCHB) in Q4 2020, closing a stake of 17,292 shares — an estimated $230K sold.

Asset Planning Services (Pennsylvania) first reported a position in SCHB in Q2 2015 and held it in 21 quarters. The position peaked at $291K in Q2 2015. 734 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

Asset Planning Services (Pennsylvania) reported no remaining Schwab US Broad Market ETF position as of Q4 2020 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 17,292 Schwab US Broad Market ETF shares in Q4 2020, an estimated $230K.
Asset Planning Services (Pennsylvania) first reported a position in Schwab US Broad Market ETF in Q2 2015 and held it in 21 quarters.
Asset Planning Services (Pennsylvania)'s Schwab US Broad Market ETF position peaked at $291K in Q2 2015.
734 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.