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

Barclays’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 		– Sell
-642
Closed -$11K – 4660
2021
Q3 		$11K Sell
642
-13,098
-95% -$233K ﹤0.01% 4507
2021
Q2 		$239K Buy
+13,740
New +$233K ﹤0.01% 3462

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
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

Barclays's SCHB Position: Q4 2021 in Review

Barclays sold out of Schwab US Broad Market ETF (SCHB) in Q4 2021, closing a stake of 642 shares — an estimated $11K sold.

Barclays first reported a position in SCHB in Q2 2021 and held it in 2 quarters. The position peaked at $239K in Q2 2021. 894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

  • Barclays reported no remaining Schwab US Broad Market ETF position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 642 Schwab US Broad Market ETF shares in Q4 2021, an estimated $11K.
  • Barclays first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 2 quarters.
  • Barclays's Schwab US Broad Market ETF position peaked at $239K in Q2 2021.
  • 894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.