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Bingham Osborn & Scarborough’s Schwab US Broad Market ETF SCHB Stock Holding History

Bingham Osborn & Scarborough’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
-15,726
Closed -$272K – 112
2021
Q3 		$272K Hold
15,726
– – 0.02% 132
2021
Q2 		$273K Sell
15,726
-12,102
-43% -$205K 0.02% 134
2021
Q1 		$449K Buy
+27,828
New +$439K 0.03% 85

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 $807M AUM 18.59% 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

Bingham Osborn & Scarborough's SCHB Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Schwab US Broad Market ETF (SCHB) in Q4 2021, closing a stake of 15,726 shares — an estimated $272K sold.

Bingham Osborn & Scarborough first reported a position in SCHB in Q1 2021 and held it in 3 quarters. The position peaked at $449K in Q1 2021. 894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Schwab US Broad Market ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 15,726 Schwab US Broad Market ETF shares in Q4 2021, an estimated $272K.
  • Bingham Osborn & Scarborough first reported a position in Schwab US Broad Market ETF in Q1 2021 and held it in 3 quarters.
  • Bingham Osborn & Scarborough's Schwab US Broad Market ETF position peaked at $449K in Q1 2021.
  • 894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.