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Eudaimonia Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Eudaimonia Partners’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
Q3 		$503K Sell
29,040
-2,040
-7% -$36.3K 0.09% 233
2021
Q2 		$540K Sell
31,080
-34,692
-53% -$587K 0.1% 221
2021
Q1 		$1.06M Sell
65,772
-194,454
-75% -$3.07M 0.22% 113
2020
Q4 		$3.95M Sell
260,226
-97,002
-27% -$1.38M 0.89% 16
2020
Q3 		$4.74M Buy
+357,228
New +$4.7M 1.22% 8

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Eudaimonia Partners's SCHB Position: Q3 2021 in Review

Eudaimonia Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 6.6% in Q3 2021, selling an estimated $36.3K and leaving 29,040 shares worth $503K. The position accounts for 0.09% of the portfolio, ranked #233.

Eudaimonia Partners first reported a position in SCHB in Q3 2020 and has held it in 5 quarters since. The position peaked at $4.74M in Q3 2020. 777 funds tracked by Wall St. Rank hold SCHB as of Q3 2021.

  • Eudaimonia Partners held 29,040 shares of Schwab US Broad Market ETF worth $503K as of Q3 2021.
  • Eudaimonia Partners sold 2,040 Schwab US Broad Market ETF shares in Q3 2021, an estimated $36.3K.
  • Schwab US Broad Market ETF made up 0.09% of Eudaimonia Partners's portfolio in Q3 2021, its #233 holding.
  • Eudaimonia Partners first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 5 quarters since.
  • Eudaimonia Partners's Schwab US Broad Market ETF position peaked at $4.74M in Q3 2020.
  • 777 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2021.

Based on Eudaimonia Partners's 13F filing for Q3 2021, filed 25 Oct 2021.