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Horizon Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Horizon Financial Services’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 		– Sell
-234
Closed -$4K – 158
2021
Q1 		$4K Buy
+234
New +$3.69K ﹤0.01% 84

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Horizon Financial Services's SCHB Position: Q2 2021 in Review

Horizon Financial Services sold out of Schwab US Broad Market ETF (SCHB) in Q2 2021, closing a stake of 234 shares — an estimated $4K sold.

Horizon Financial Services first reported a position in SCHB in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 776 funds tracked by Wall St. Rank hold SCHB as of Q2 2021.

  • Horizon Financial Services reported no remaining Schwab US Broad Market ETF position as of Q2 2021 after selling out during the quarter.
  • Horizon Financial Services sold 234 Schwab US Broad Market ETF shares in Q2 2021, an estimated $4K.
  • Horizon Financial Services first reported a position in Schwab US Broad Market ETF in Q1 2021 and held it in 1 quarter.
  • Horizon Financial Services's Schwab US Broad Market ETF position peaked at $4K in Q1 2021.
  • 776 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2021.

Based on Horizon Financial Services's 13F filing for Q2 2021, filed 22 Jul 2021.