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CPWM LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

CPWM LLC’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
-25,500
Closed -$257K – 266
2020
Q1 		$257K Buy
25,500
+8,118
+47% +$98.2K 0.04% 198
2019
Q4 		$223K Hold
17,382
– – 0.03% 252
2019
Q3 		$206K Hold
17,382
– – 0.03% 260
2019
Q2 		$204K Buy
+17,382
New +$201K 0.03% 257
2018
Q4 		– Sell
-17,382
Closed -$204K – 286
2018
Q3 		$204K Buy
+17,382
New +$200K 0.03% 286

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

CPWM LLC's SCHB Position: Q2 2020 in Review

CPWM LLC sold out of Schwab US Broad Market ETF (SCHB) in Q2 2020, closing a stake of 25,500 shares — an estimated $257K sold.

CPWM LLC first reported a position in SCHB in Q3 2018 and held it in 5 quarters. The position peaked at $257K in Q1 2020. 665 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

  • CPWM LLC reported no remaining Schwab US Broad Market ETF position as of Q2 2020 after selling out during the quarter.
  • CPWM LLC sold 25,500 Schwab US Broad Market ETF shares in Q2 2020, an estimated $257K.
  • CPWM LLC first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 5 quarters.
  • CPWM LLC's Schwab US Broad Market ETF position peaked at $257K in Q1 2020.
  • 665 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on CPWM LLC's 13F filing for Q2 2020, filed 13 Aug 2020.