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Country Club Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

Country Club 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
Q4 		– Sell
-15,084
Closed -$264K – 292
2021
Q3 		$264K Hold
15,084
– – 0.02% 245
2021
Q2 		$262K Hold
15,084
– – 0.02% 233
2021
Q1 		$242K Hold
15,084
– – 0.02% 233
2020
Q4 		$228K Hold
15,084
– – 0.02% 228
2020
Q3 		$200K Buy
+15,084
New +$198K 0.02% 227

Other funds holding SCHB

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
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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Country Club Trust's SCHB Position: Q4 2021 in Review

Country Club Trust sold out of Schwab US Broad Market ETF (SCHB) in Q4 2021, closing a stake of 15,084 shares — an estimated $264K sold.

Country Club Trust first reported a position in SCHB in Q3 2020 and held it in 5 quarters. The position peaked at $264K in Q3 2021. 894 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

  • Country Club Trust reported no remaining Schwab US Broad Market ETF position as of Q4 2021 after selling out during the quarter.
  • Country Club Trust sold 15,084 Schwab US Broad Market ETF shares in Q4 2021, an estimated $264K.
  • Country Club Trust first reported a position in Schwab US Broad Market ETF in Q3 2020 and held it in 5 quarters.
  • Country Club Trust's Schwab US Broad Market ETF position peaked at $264K in Q3 2021.
  • 894 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Country Club Trust's 13F filing for Q4 2021, filed 21 Jan 2022.