Fiera Capital (Canada)
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Fiera Capital (Canada)’s Schwab US Broad Market ETF SCHB Stock Holding History

Fiera Capital (Canada)’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
Q3 		– Sell
-2,813,472
Closed -$34.5M – 648
2020
Q2 		$34.5M Buy
2,813,472
+108,258
+4% +$1.25M 0.12% 106
2020
Q1 		$27.2M Buy
2,705,214
+240,480
+10% +$2.91M 0.11% 119
2019
Q4 		$31.6M Sell
2,464,734
-158,922
-6% -$1.95M 0.11% 134
2019
Q3 		$31.1M Sell
2,623,656
-3,900
-0.1% -$46.1K 0.12% 127
2019
Q2 		$30.9M Buy
2,627,556
+53,358
+2% +$616K 0.12% 137
2019
Q1 		$29.2M Sell
2,574,198
-198,174
-7% -$2.16M 0.11% 141
2018
Q4 		$27.7M Sell
2,772,372
-99,780
-3% -$1.08M 0.13% 135
2018
Q3 		$33.7M Buy
2,872,152
+218,346
+8% +$2.52M 0.13% 137
2018
Q2 		$29.2M Buy
2,653,806
+811,890
+44% +$8.88M 0.13% 140
2018
Q1 		$19.6M Sell
1,841,916
-86,796
-5% -$954K 0.09% 177
2017
Q4 		$20.7M Buy
1,928,712
+244,620
+15% +$2.56M 0.1% 172
2017
Q3 		$17.1M Sell
1,684,092
-97,086
-5% -$964K 0.08% 188
2017
Q2 		$17.4M Buy
1,781,178
+285,366
+19% +$2.76M 0.08% 185
2017
Q1 		$14.2M Buy
1,495,812
+435,762
+41% +$4.09M 0.08% 203
2016
Q4 		$9.57M Buy
1,060,050
+705,822
+199% +$6.22M 0.05% 241
2016
Q3 		$3.09M Buy
+354,228
New +$3.08M 0.02% 380

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MFRM
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Betterment LLC
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EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SG
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RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Fiera Capital (Canada)'s SCHB Position: Q3 2020 in Review

Fiera Capital (Canada) sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 2,813,472 shares — an estimated $34.5M sold.

Fiera Capital (Canada) first reported a position in SCHB in Q3 2016 and held it in 16 quarters. The position peaked at $34.5M in Q2 2020. 669 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • Fiera Capital (Canada) reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
  • Fiera Capital (Canada) sold 2,813,472 Schwab US Broad Market ETF shares in Q3 2020, an estimated $34.5M.
  • Fiera Capital (Canada) first reported a position in Schwab US Broad Market ETF in Q3 2016 and held it in 16 quarters.
  • Fiera Capital (Canada)'s Schwab US Broad Market ETF position peaked at $34.5M in Q2 2020.
  • 669 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Fiera Capital (Canada)'s 13F filing for Q3 2020, filed 12 Nov 2020.