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

Hoover Financial 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 Q2	$6.92M	Buy	398,220 +48	+0%	+$812	1.23%	19
2021 Q1	$6.66M	Sell	398,172 -31,530	-7%	-$497K	1.25%	16
2020 Q4	$6.65M	Sell	429,702 -13,266	-3%	-$189K	1.66%	13
2020 Q3	$5.88M	Sell	442,968 -25,080	-5%	-$330K	1.94%	13
2020 Q2	$5.73M	Buy	468,048 +3,936	+0.8%	+$45.4K	2.2%	9
2020 Q1	$4.67M	Buy	464,112 +3,786	+0.8%	+$45.8K	2.58%	9
2019 Q4	$5.9M	Buy	+460,326	New	+$5.65M	2.88%	9

Other funds holding SCHB

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Hoover Financial Advisors's SCHB Position: Q2 2021 in Review

Hoover Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2021, buying an estimated $812 and bringing the position to 398,220 shares worth $6.92M. The position accounts for 1.23% of the portfolio, ranked #19.

Hoover Financial Advisors first reported a position in SCHB in Q4 2019 and has held it in 7 quarters since. 776 funds tracked by Wall St. Rank hold SCHB as of Q2 2021.

Hoover Financial Advisors held 398,220 shares of Schwab US Broad Market ETF worth $6.92M as of Q2 2021.
Hoover Financial Advisors bought 48 Schwab US Broad Market ETF shares in Q2 2021, an estimated $812.
Schwab US Broad Market ETF made up 1.23% of Hoover Financial Advisors's portfolio in Q2 2021, its #19 holding.
Hoover Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 7 quarters since.
776 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.