Berman Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Berman Capital Advisors’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 Q3	$48K	Buy	2,778 +12	+0.4%	+$213	0.01%	693
2021 Q2	$48K	Sell	2,766 -594	-18%	-$10.1K	0.01%	602
2021 Q1	$54K	Buy	3,360 +606	+22%	+$9.55K	0.01%	455
2020 Q4	$41K	Buy	2,754 +12	+0.4%	+$171	0.01%	458
2020 Q3	$36K	Buy	2,742 +30	+1%	+$394	0.01%	431
2020 Q2	$33K	Buy	2,712 +18	+0.7%	+$208	0.01%	414
2020 Q1	$27K	Sell	2,694 -6	-0.2%	-$73	0.01%	426
2019 Q4	$34K	Buy	2,700 +30	+1%	+$368	0.01%	406
2019 Q3	$31K	Buy	2,670 +12	+0.5%	+$142	0.01%	398
2019 Q2	$31K	Hold	2,658	–	–	0.01%	404
2019 Q1	$30K	Buy	2,658 +18	+0.7%	+$197	0.01%	364
2018 Q4	$26K	Buy	+2,640	New	+$28.5K	0.01%	339

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

Evergreen Advisors Chattanooga, Tennessee $469M AUM

Berman Capital Advisors's SCHB Position: Q3 2021 in Review

Berman Capital Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.43% in Q3 2021, buying an estimated $213 and bringing the position to 2,778 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #693.

Berman Capital Advisors first reported a position in SCHB in Q4 2018 and has held it in 12 quarters since. The position peaked at $54K in Q1 2021. 778 funds tracked by Wall St. Rank hold SCHB as of Q3 2021.

Berman Capital Advisors held 2,778 shares of Schwab US Broad Market ETF worth $48K as of Q3 2021.
Berman Capital Advisors bought 12 Schwab US Broad Market ETF shares in Q3 2021, an estimated $213.
Schwab US Broad Market ETF made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #693 holding.
Berman Capital Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Schwab US Broad Market ETF position peaked at $54K in Q1 2021.
778 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.