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Covenant Multifamily Offices’s Schwab US Broad Market ETF SCHB Stock Holding History

Covenant Multifamily Offices’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
-37,332
Closed -$376K – 160
2020
Q1 		$376K Sell
37,332
-165,246
-82% -$2M 0.09% 85
2019
Q4 		$1.8M Buy
202,578
+125,994
+165% +$1.55M 0.31% 57
2019
Q3 		$906K Buy
76,584
+25,152
+49% +$297K 0.19% 79
2019
Q2 		$605K Buy
+51,432
New +$594K 0.13% 93

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Covenant Multifamily Offices's SCHB Position: Q2 2020 in Review

Covenant Multifamily Offices sold out of Schwab US Broad Market ETF (SCHB) in Q2 2020, closing a stake of 37,332 shares — an estimated $376K sold.

Covenant Multifamily Offices first reported a position in SCHB in Q2 2019 and held it in 4 quarters. The position peaked at $1.8M in Q4 2019. 665 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

  • Covenant Multifamily Offices reported no remaining Schwab US Broad Market ETF position as of Q2 2020 after selling out during the quarter.
  • Covenant Multifamily Offices sold 37,332 Schwab US Broad Market ETF shares in Q2 2020, an estimated $376K.
  • Covenant Multifamily Offices first reported a position in Schwab US Broad Market ETF in Q2 2019 and held it in 4 quarters.
  • Covenant Multifamily Offices's Schwab US Broad Market ETF position peaked at $1.8M in Q4 2019.
  • 665 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Covenant Multifamily Offices's 13F filing for Q2 2020, filed 11 Aug 2020.