Donor Advised Charitable Giving’s Schwab US Broad Market ETF SCHB Stock Holding History

Donor Advised Charitable Giving’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 Q1	–	Sell	-34,980	Closed	-$448K	–	59
2019 Q4	$448K	Hold	34,980	–	–	0.24%	24
2019 Q3	$414K	Hold	34,980	–	–	0.32%	26
2019 Q2	$411K	Sell	34,980 -2,790	-7%	-$32.2K	0.33%	26
2019 Q1	$428K	Sell	37,770 -552	-1%	-$6.03K	0.36%	18
2018 Q4	$383K	Buy	+38,322	New	+$414K	0.45%	17

Other funds holding SCHB

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Donor Advised Charitable Giving's SCHB Position: Q1 2020 in Review

Donor Advised Charitable Giving sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 34,980 shares — an estimated $448K sold.

Donor Advised Charitable Giving first reported a position in SCHB in Q4 2018 and held it in 5 quarters. The position peaked at $448K in Q4 2019. 651 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

Donor Advised Charitable Giving reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
Donor Advised Charitable Giving sold 34,980 Schwab US Broad Market ETF shares in Q1 2020, an estimated $448K.
Donor Advised Charitable Giving first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 5 quarters.
Donor Advised Charitable Giving's Schwab US Broad Market ETF position peaked at $448K in Q4 2019.
651 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2020, filed 14 Apr 2020.