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

Central 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
2021
Q1 		– Sell
-1,086
Closed -$16K – 292
2020
Q4 		$16K Sell
1,086
-2,172
-67% -$30.9K ﹤0.01% 239
2020
Q3 		$43K Buy
+3,258
New +$42.8K 0.01% 202

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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

Central Bank & Trust's SCHB Position: Q1 2021 in Review

Central Bank & Trust sold out of Schwab US Broad Market ETF (SCHB) in Q1 2021, closing a stake of 1,086 shares — an estimated $16K sold.

Central Bank & Trust first reported a position in SCHB in Q3 2020 and held it in 2 quarters. The position peaked at $43K in Q3 2020. 748 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

  • Central Bank & Trust reported no remaining Schwab US Broad Market ETF position as of Q1 2021 after selling out during the quarter.
  • Central Bank & Trust sold 1,086 Schwab US Broad Market ETF shares in Q1 2021, an estimated $16K.
  • Central Bank & Trust first reported a position in Schwab US Broad Market ETF in Q3 2020 and held it in 2 quarters.
  • Central Bank & Trust's Schwab US Broad Market ETF position peaked at $43K in Q3 2020.
  • 748 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on Central Bank & Trust's 13F filing for Q1 2021, filed 20 Apr 2021.