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Edge Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Edge Wealth 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
2020
Q4 		– Sell
-4,350
Closed -$58K – 442
2020
Q3 		$58K Sell
4,350
-174
-4% -$2.29K 0.01% 191
2020
Q2 		$55K Sell
4,524
-2,796
-38% -$32.2K 0.01% 263
2020
Q1 		$74K Sell
7,320
-20,580
-74% -$249K 0.02% 200
2019
Q4 		$357K Sell
27,900
-6
-0% -$74 0.07% 111
2019
Q3 		$330K Sell
27,906
-18,138
-39% -$214K 0.08% 109
2019
Q2 		$540K Sell
46,044
-180
-0.4% -$2.08K 0.12% 92
2019
Q1 		$524K Sell
46,224
-31,080
-40% -$339K 0.13% 94
2018
Q4 		$772K Buy
77,304
+76,644
+11,613% +$829K 0.22% 67
2018
Q3 		$8K Hold
660
– – ﹤0.01% 464
2018
Q2 		$7K Buy
+660
New +$7.22K ﹤0.01% 460
2018
Q1 		– Sell
-2,106
Closed -$22K – 574
2017
Q4 		$22K Hold
2,106
– – 0.01% 305
2017
Q3 		$21K Hold
2,106
– – 0.01% 305
2017
Q2 		$21K Sell
2,106
-1,140
-35% -$11K 0.01% 299
2017
Q1 		$31K Sell
3,246
-2,940
-48% -$27.6K 0.01% 247
2016
Q4 		$56K Buy
6,186
+2,046
+49% +$18K 0.02% 179
2016
Q3 		$36K Hold
4,140
– – 0.02% 204
2016
Q2 		$35K Hold
4,140
– – 0.01% 201
2016
Q1 		$34K Sell
4,140
-270
-6% -$2.1K 0.02% 197
2015
Q4 		$36K Hold
4,410
– – 0.01% 211
2015
Q3 		$34K Hold
4,410
– – 0.01% 208
2015
Q2 		$37K Hold
4,410
– – 0.01% 205
2015
Q1 		$37K Sell
4,410
-4,632
-51% -$38.7K 0.01% 212
2014
Q4 		$75K Hold
9,042
– – 0.03% 168
2014
Q3 		$72K Sell
9,042
-6,450
-42% -$51.6K 0.03% 159
2014
Q2 		$123K Sell
15,492
-2,778
-15% -$21.4K 0.05% 121
2014
Q1 		$139K Hold
18,270
– – 0.06% 112
2013
Q4 		$137K Buy
18,270
+4,380
+32% +$31.5K 0.06% 105
2013
Q3 		$95K Buy
13,890
+13,170
+1,829% +$89.5K 0.06% 106
2013
Q2 		$5K Buy
+720
New +$4.67K ﹤0.01% 259

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Edge Wealth Management's SCHB Position: Q4 2020 in Review

Edge Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2020, closing a stake of 4,350 shares — an estimated $58K sold.

Edge Wealth Management first reported a position in SCHB in Q2 2013 and held it in 29 quarters. The position peaked at $772K in Q4 2018. 734 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

  • Edge Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 4,350 Schwab US Broad Market ETF shares in Q4 2020, an estimated $58K.
  • Edge Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2013 and held it in 29 quarters.
  • Edge Wealth Management's Schwab US Broad Market ETF position peaked at $772K in Q4 2018.
  • 734 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.