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Eaton Vance Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Eaton Vance Management’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
2022
Q3 		$1.3M Sell
93,246
-4,200
-4% -$65.3K ﹤0.01% 1171
2022
Q2 		$1.44M Sell
97,446
-483
-0.5% -$7.75K ﹤0.01% 1175
2022
Q1 		$1.74M Sell
97,929
-50,343
-34% -$884K ﹤0.01% 1222
2021
Q4 		$2.79M Sell
148,272
-46,590
-24% -$857K ﹤0.01% 946
2021
Q3 		$3.36M Sell
194,862
-750
-0.4% -$13.3K ﹤0.01% 817
2021
Q2 		$3.4M Hold
195,612
– – ﹤0.01% 883
2021
Q1 		$3.15M Sell
195,612
-522
-0.3% -$8.23K ﹤0.01% 867
2020
Q4 		$2.97M Buy
196,134
+1,038
+0.5% +$14.8K ﹤0.01% 840
2020
Q3 		$2.59M Sell
195,096
-960
-0.5% -$12.6K ﹤0.01% 775
2020
Q2 		$2.4M Sell
196,056
-1,218
-0.6% -$14K ﹤0.01% 772
2020
Q1 		$1.99M Sell
197,274
-9,072
-4% -$110K ﹤0.01% 762
2019
Q4 		$2.64M Sell
206,346
-2,550
-1% -$31.3K 0.01% 775
2019
Q3 		$2.47M Buy
208,896
+1,656
+0.8% +$19.6K 0.01% 766
2019
Q2 		$2.44M Sell
207,240
-3,600
-2% -$41.6K 0.01% 761
2019
Q1 		$2.39M Sell
210,840
-18,144
-8% -$198K 0.01% 727
2018
Q4 		$2.29M Sell
228,984
-1,116
-0.5% -$12.1K 0.01% 694
2018
Q3 		$2.7M Sell
230,100
-20,844
-8% -$240K 0.01% 681
2018
Q2 		$2.76M Sell
250,944
-253,344
-50% -$2.77M 0.01% 660
2018
Q1 		$5.36M Buy
504,288
+276,444
+121% +$3.04M 0.01% 653
2017
Q4 		$2.45M Buy
227,844
+2,856
+1% +$29.9K 0.01% 665
2017
Q3 		$2.28M Sell
224,988
-23,040
-9% -$229K 0.01% 664
2017
Q2 		$2.42M Buy
248,028
+9,306
+4% +$89.9K 0.01% 633
2017
Q1 		$2.27M Buy
238,722
+3,156
+1% +$29.6K 0.01% 617
2016
Q4 		$2.13M Sell
235,566
-600
-0.3% -$5.29K 0.01% 593
2016
Q3 		$2.06M Sell
236,166
-3,894
-2% -$33.8K 0.01% 577
2016
Q2 		$2.01M Sell
240,060
-17,562
-7% -$146K 0.01% 563
2016
Q1 		$2.12M Sell
257,622
-7,674
-3% -$59.6K 0.01% 543
2015
Q4 		$2.17M Buy
265,296
+600
+0.2% +$4.95K 0.01% 551
2015
Q3 		$2.05M Buy
264,696
+84,600
+47% +$695K 0.01% 549
2015
Q2 		$1.51M Buy
180,096
+8,850
+5% +$75.6K ﹤0.01% 569
2015
Q1 		$1.44M Hold
171,246
– – ﹤0.01% 606
2014
Q4 		$1.42M Buy
171,246
+3,510
+2% +$28.4K ﹤0.01% 600
2014
Q3 		$1.33M Buy
167,736
+15,336
+10% +$123K ﹤0.01% 587
2014
Q2 		$1.21M Buy
152,400
+26,100
+21% +$201K ﹤0.01% 613
2014
Q1 		$962K Buy
126,300
+11,970
+10% +$89.6K ﹤0.01% 655
2013
Q4 		$858K Hold
114,330
– – ﹤0.01% 666
2013
Q3 		$783K Buy
114,330
+8,730
+8% +$59.3K ﹤0.01% 647
2013
Q2 		$685K Buy
+105,600
New +$686K ﹤0.01% 662

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Eaton Vance Management's SCHB Position: Q3 2022 in Review

Eaton Vance Management reduced its Schwab US Broad Market ETF (SCHB) stake by 4.3% in Q3 2022, selling an estimated $65.3K and leaving 93,246 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Eaton Vance Management first reported a position in SCHB in Q2 2013 and has held it in 38 quarters since. The position peaked at $5.36M in Q1 2018. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • Eaton Vance Management held 93,246 shares of Schwab US Broad Market ETF worth $1.3M as of Q3 2022.
  • Eaton Vance Management sold 4,200 Schwab US Broad Market ETF shares in Q3 2022, an estimated $65.3K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1171 holding.
  • Eaton Vance Management first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 38 quarters since.
  • Eaton Vance Management's Schwab US Broad Market ETF position peaked at $5.36M in Q1 2018.
  • 855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.