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Hayden Royal’s Schwab US Broad Market ETF SCHB Stock Holding History

Hayden Royal’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
-64,764
Closed -$652K – 235
2020
Q1 		$652K Buy
+64,764
New +$784K 0.38% 66

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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Betterment LLC
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
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SG
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

Hayden Royal's SCHB Position: Q2 2020 in Review

Hayden Royal sold out of Schwab US Broad Market ETF (SCHB) in Q2 2020, closing a stake of 64,764 shares — an estimated $652K sold.

Hayden Royal first reported a position in SCHB in Q1 2020 and held it in 1 quarter. The position peaked at $652K in Q1 2020. 666 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

  • Hayden Royal reported no remaining Schwab US Broad Market ETF position as of Q2 2020 after selling out during the quarter.
  • Hayden Royal sold 64,764 Schwab US Broad Market ETF shares in Q2 2020, an estimated $652K.
  • Hayden Royal first reported a position in Schwab US Broad Market ETF in Q1 2020 and held it in 1 quarter.
  • Hayden Royal's Schwab US Broad Market ETF position peaked at $652K in Q1 2020.
  • 666 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Hayden Royal's 13F filing for Q2 2020, filed 14 Aug 2020.