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Capital Bank & Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

Capital Bank & Trust’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
2020
Q2 		– Sell
-2,142
Closed -$22K – 581
2020
Q1 		$22K Buy
+2,142
New +$25.9K ﹤0.01% 488

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EK
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HP
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RPGK
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SG
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Capital Bank & Trust's SCHB Position: Q2 2020 in Review

Capital Bank & Trust sold out of Schwab US Broad Market ETF (SCHB) in Q2 2020, closing a stake of 2,142 shares — an estimated $22K sold.

Capital Bank & Trust first reported a position in SCHB in Q1 2020 and held it in 1 quarter. The position peaked at $22K in Q1 2020. 665 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

  • Capital Bank & Trust reported no remaining Schwab US Broad Market ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 2,142 Schwab US Broad Market ETF shares in Q2 2020, an estimated $22K.
  • Capital Bank & Trust first reported a position in Schwab US Broad Market ETF in Q1 2020 and held it in 1 quarter.
  • Capital Bank & Trust's Schwab US Broad Market ETF position peaked at $22K in Q1 2020.
  • 665 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.