CCM
SCHB icon

Canal Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Canal Capital Management’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
Q3 		– Sell
-23,760
Closed -$279K – 122
2019
Q2 		$279K Buy
+23,760
New +$274K 0.17% 92

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Canal Capital Management's SCHB Position: Q3 2019 in Review

Canal Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2019, closing a stake of 23,760 shares — an estimated $279K sold.

Canal Capital Management first reported a position in SCHB in Q2 2019 and held it in 1 quarter. The position peaked at $279K in Q2 2019. 589 funds tracked by Wall St. Rank hold SCHB as of Q3 2019.

  • Canal Capital Management reported no remaining Schwab US Broad Market ETF position as of Q3 2019 after selling out during the quarter.
  • Canal Capital Management sold 23,760 Schwab US Broad Market ETF shares in Q3 2019, an estimated $279K.
  • Canal Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2019 and held it in 1 quarter.
  • Canal Capital Management's Schwab US Broad Market ETF position peaked at $279K in Q2 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2019.

Based on Canal Capital Management's 13F filing for Q3 2019, filed 28 Oct 2019.