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Hochman Cole Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Hochman Cole Investment 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
Q1 		– Sell
-47,808
Closed -$613K – 118
2019
Q4 		$613K Buy
47,808
+60
+0.1% +$736 0.33% 60
2019
Q3 		$565K Sell
47,748
-2,328
-5% -$27.5K 0.35% 58
2019
Q2 		$589K Sell
50,076
-2,034
-4% -$23.5K 0.35% 57
2019
Q1 		$591K Sell
52,110
-20,400
-28% -$223K 0.35% 58
2018
Q4 		$724K Buy
+72,510
New +$784K 0.5% 47

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Hochman Cole Investment Advisors's SCHB Position: Q1 2020 in Review

Hochman Cole Investment Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 47,808 shares — an estimated $613K sold.

Hochman Cole Investment Advisors first reported a position in SCHB in Q4 2018 and held it in 5 quarters. The position peaked at $724K in Q4 2018. 652 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

  • Hochman Cole Investment Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 47,808 Schwab US Broad Market ETF shares in Q1 2020, an estimated $613K.
  • Hochman Cole Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 5 quarters.
  • Hochman Cole Investment Advisors's Schwab US Broad Market ETF position peaked at $724K in Q4 2018.
  • 652 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.