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Associated Banc-Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Associated Banc-Corp’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
Q1 		– Sell
-2,346
Closed -$36K – 763
2020
Q4 		$36K Hold
2,346
– – ﹤0.01% 409
2020
Q3 		$31K Sell
2,346
-2,388
-50% -$31.4K ﹤0.01% 383
2020
Q2 		$58K Hold
4,734
– – ﹤0.01% 369
2020
Q1 		$48K Buy
+4,734
New +$57.3K ﹤0.01% 361

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Associated Banc-Corp's SCHB Position: Q1 2021 in Review

Associated Banc-Corp sold out of Schwab US Broad Market ETF (SCHB) in Q1 2021, closing a stake of 2,346 shares — an estimated $36K sold.

Associated Banc-Corp first reported a position in SCHB in Q1 2020 and held it in 4 quarters. The position peaked at $58K in Q2 2020. 748 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

  • Associated Banc-Corp reported no remaining Schwab US Broad Market ETF position as of Q1 2021 after selling out during the quarter.
  • Associated Banc-Corp sold 2,346 Schwab US Broad Market ETF shares in Q1 2021, an estimated $36K.
  • Associated Banc-Corp first reported a position in Schwab US Broad Market ETF in Q1 2020 and held it in 4 quarters.
  • Associated Banc-Corp's Schwab US Broad Market ETF position peaked at $58K in Q2 2020.
  • 748 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.