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

Greenwich 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 Q2	–	Sell	-33,000	Closed	-$332K	–	196
2020 Q1	$332K	Hold	33,000	–	–	0.07%	124
2019 Q4	$423K	Hold	33,000	–	–	0.09%	135
2019 Q3	$391K	Hold	33,000	–	–	0.08%	135
2019 Q2	$388K	Hold	33,000	–	–	0.07%	137
2019 Q1	$374K	Hold	33,000	–	–	0.07%	130
2018 Q4	$330K	Hold	33,000	–	–	0.07%	137
2018 Q3	$387K	Hold	33,000	–	–	0.07%	136
2018 Q2	$363K	Hold	33,000	–	–	0.06%	134
2018 Q1	$351K	Hold	33,000	–	–	0.06%	130
2017 Q4	$355K	Hold	33,000	–	–	0.06%	137
2017 Q3	$335K	Sell	33,000 -3,000	-8%	-$29.8K	0.06%	136
2017 Q2	$351K	Sell	36,000 -3,000	-8%	-$29K	0.06%	132
2017 Q1	$371K	Buy	+39,000	New	+$366K	0.05%	124
2016 Q4	–	Sell	-39,000	Closed	-$340K	–	212
2016 Q3	$340K	Sell	39,000 -18,000	-32%	-$156K	0.06%	148
2016 Q2	$478K	Sell	57,000 -6,000	-10%	-$49.8K	0.12%	123
2016 Q1	$517K	Hold	63,000	–	–	0.13%	118
2015 Q4	$515K	Buy	63,000 +6,000	+11%	+$49.5K	0.13%	106
2015 Q3	$441K	Buy	57,000 +6,000	+12%	+$49.3K	0.11%	123
2015 Q2	$430K	Hold	51,000	–	–	0.05%	136
2015 Q1	$429K	Buy	+51,000	New	+$427K	0.05%	137
2014 Q4	–	Sell	-45,000	Closed	-$357K	–	175
2014 Q3	$357K	Buy	+45,000	New	+$360K	0.02%	149

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Greenwich Wealth Management's SCHB Position: Q2 2020 in Review

Greenwich Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2020, closing a stake of 33,000 shares — an estimated $332K sold.

Greenwich Wealth Management first reported a position in SCHB in Q3 2014 and held it in 21 quarters. The position peaked at $517K in Q1 2016. 666 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

Greenwich Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q2 2020 after selling out during the quarter.
Greenwich Wealth Management sold 33,000 Schwab US Broad Market ETF shares in Q2 2020, an estimated $332K.
Greenwich Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2014 and held it in 21 quarters.
Greenwich Wealth Management's Schwab US Broad Market ETF position peaked at $517K in Q1 2016.
666 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Greenwich Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.