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

Harvest Group 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
Q3 		– Sell
-174
Closed -$2K – 793
2020
Q2 		$2K Hold
174
– – ﹤0.01% 326
2020
Q1 		$1K Hold
174
– – ﹤0.01% 423
2019
Q4 		$2K Sell
174
-10,350
-98% -$127K ﹤0.01% 666
2019
Q3 		$125K Buy
10,524
+5,298
+101% +$62.6K 0.15% 46
2019
Q2 		$61K Buy
+5,226
New +$60.3K 0.08% 63

Other funds holding SCHB

Wealthfront Advisers
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Harvest Group Wealth Management's SCHB Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 174 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in SCHB in Q2 2019 and held it in 5 quarters. The position peaked at $125K in Q3 2019. 670 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 174 Schwab US Broad Market ETF shares in Q3 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Schwab US Broad Market ETF position peaked at $125K in Q3 2019.
  • 670 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.