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Epstein & White Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Epstein & White Financial’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
2021
Q2 		$518K Buy
+29,796
New +$504K 0.14% 40

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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
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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Epstein & White Financial's SCHB Position: Q2 2021 in Review

Epstein & White Financial opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2021: 29,796 shares worth $518K. The stake represents 0.14% of the portfolio and ranks #40 among its holdings.

776 funds tracked by Wall St. Rank hold SCHB as of Q2 2021.

  • Epstein & White Financial held 29,796 shares of Schwab US Broad Market ETF worth $518K as of Q2 2021.
  • Schwab US Broad Market ETF was a new Epstein & White Financial position in Q2 2021.
  • Schwab US Broad Market ETF made up 0.14% of Epstein & White Financial's portfolio in Q2 2021, its #40 holding.
  • 776 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.