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Harborview Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Harborview Advisors’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 		$621K Sell
35,856
-48
-0.1% -$854 0.35% 59
2021
Q2 		$624K Sell
35,904
-26,166
-42% -$443K 0.35% 58
2021
Q1 		$1M Buy
62,070
+180
+0.3% +$2.84K 0.6% 32
2020
Q4 		$939K Sell
61,890
-4,992
-7% -$71.1K 0.63% 31
2020
Q3 		$888K Sell
66,882
-222
-0.3% -$2.92K 0.68% 32
2020
Q2 		$822K Buy
67,104
+1,578
+2% +$18.2K 0.68% 33
2020
Q1 		$660K Buy
65,526
+5,352
+9% +$64.8K 0.66% 29
2019
Q4 		$771K Buy
60,174
+348
+0.6% +$4.27K 0.59% 34
2019
Q3 		$708K Buy
59,826
+2,160
+4% +$25.5K 0.57% 34
2019
Q2 		$678K Buy
57,666
+5,004
+10% +$57.8K 0.55% 39
2019
Q1 		$597K Buy
52,662
+5,022
+11% +$54.8K 0.52% 40
2018
Q4 		$476K Buy
47,640
+3,006
+7% +$32.5K 0.56% 31
2018
Q3 		$524K Sell
44,634
-2,412
-5% -$27.8K 0.53% 32
2018
Q2 		$517K Buy
47,046
+6,444
+16% +$70.5K 0.48% 40
2018
Q1 		$432K Buy
40,602
+5,868
+17% +$64.5K 0.41% 40
2017
Q4 		$374K Buy
+34,734
New +$364K 0.36% 41

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 $901M AUM 21.04% 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

Harborview Advisors's SCHB Position: Q3 2021 in Review

Harborview Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.13% in Q3 2021, selling an estimated $854 and leaving 35,856 shares worth $621K. The position accounts for 0.35% of the portfolio, ranked #59.

Harborview Advisors first reported a position in SCHB in Q4 2017 and has held it in 16 quarters since. The position peaked at $1M in Q1 2021. 778 funds tracked by Wall St. Rank hold SCHB as of Q3 2021.

  • Harborview Advisors held 35,856 shares of Schwab US Broad Market ETF worth $621K as of Q3 2021.
  • Harborview Advisors sold 48 Schwab US Broad Market ETF shares in Q3 2021, an estimated $854.
  • Schwab US Broad Market ETF made up 0.35% of Harborview Advisors's portfolio in Q3 2021, its #59 holding.
  • Harborview Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 16 quarters since.
  • Harborview Advisors's Schwab US Broad Market ETF position peaked at $1M in Q1 2021.
  • 778 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.