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

HCR Wealth 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
2020
Q3 		– Sell
-408
Closed -$5K – 258
2020
Q2 		$5K Hold
408
– – ﹤0.01% 237
2020
Q1 		$4K Hold
408
– – ﹤0.01% 227
2019
Q4 		$5K Buy
+408
New +$5.01K ﹤0.01% 220

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
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
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HCR Wealth Advisors's SCHB Position: Q3 2020 in Review

HCR Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 408 shares — an estimated $5K sold.

HCR Wealth Advisors first reported a position in SCHB in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 669 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • HCR Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 408 Schwab US Broad Market ETF shares in Q3 2020, an estimated $5K.
  • HCR Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 3 quarters.
  • HCR Wealth Advisors's Schwab US Broad Market ETF position peaked at $5K in Q2 2020.
  • 669 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on HCR Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.