Centaurus Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Centaurus Financial’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 Q4	–	Sell	-21,300	Closed	-$283K	–	799
2020 Q3	$283K	Sell	21,300 -3,306	-13%	-$43.5K	0.04%	384
2020 Q2	$301K	Sell	24,606 -2,448	-9%	-$28.2K	0.04%	346
2020 Q1	$272K	Hold	27,054	–	–	0.05%	289
2019 Q4	$347K	Sell	27,054 -360	-1%	-$4.42K	0.05%	359
2019 Q3	$324K	Sell	27,414 -2,520	-8%	-$29.8K	0.05%	331
2019 Q2	$352K	Buy	+29,934	New	+$346K	0.06%	332
2018 Q3	–	Sell	-1,080	Closed	-$12K	–	1760
2018 Q2	$12K	Buy	+1,080	New	+$11.8K	﹤0.01%	1485

Other funds holding SCHB

Wealthfront Advisers

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

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

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

Evergreen Advisors Chattanooga, Tennessee $426M AUM