CC
SCHB icon

Cadinha & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

Cadinha & Co’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
2019
Q4 		– Sell
-24,852
Closed -$294K – 128
2019
Q3 		$294K Buy
24,852
+1,032
+4% +$12.2K 0.05% 99
2019
Q2 		$280K Buy
23,820
+1,692
+8% +$19.5K 0.05% 94
2019
Q1 		$251K Buy
22,128
+1,758
+9% +$19.2K 0.05% 94
2018
Q4 		$203K Buy
20,370
+2,370
+13% +$25.6K 0.05% 100
2018
Q3 		$211K Buy
+18,000
New +$207K 0.03% 127

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Cadinha & Co's SCHB Position: Q4 2019 in Review

Cadinha & Co sold out of Schwab US Broad Market ETF (SCHB) in Q4 2019, closing a stake of 24,852 shares — an estimated $294K sold.

Cadinha & Co first reported a position in SCHB in Q3 2018 and held it in 5 quarters. The position peaked at $294K in Q3 2019. 681 funds tracked by Wall St. Rank hold SCHB as of Q4 2019.

  • Cadinha & Co reported no remaining Schwab US Broad Market ETF position as of Q4 2019 after selling out during the quarter.
  • Cadinha & Co sold 24,852 Schwab US Broad Market ETF shares in Q4 2019, an estimated $294K.
  • Cadinha & Co first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 5 quarters.
  • Cadinha & Co's Schwab US Broad Market ETF position peaked at $294K in Q3 2019.
  • 681 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2019.

Based on Cadinha & Co's 13F filing for Q4 2019, filed 23 Jan 2020.