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

Huber 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
2020 Q1	$1.54M	Buy	152,610 +31,704	+26%	+$384K	0.58%	22
2019 Q4	$1.55M	Sell	120,906 -4,914	-4%	-$60.3K	0.54%	26
2019 Q3	$1.49M	Sell	125,820 -6,354	-5%	-$75.1K	0.58%	27
2019 Q2	$1.55M	Sell	132,174 -12,384	-9%	-$143K	0.67%	19
2019 Q1	$1.64M	Buy	144,558 +13,938	+11%	+$152K	0.8%	15
2018 Q4	$1.3M	Buy	130,620 +57,744	+79%	+$624K	0.71%	21
2018 Q3	$855K	Buy	72,876 +8,328	+13%	+$96K	0.66%	31
2018 Q2	$709K	Buy	64,548 +10,698	+20%	+$117K	0.65%	29
2018 Q1	$573K	Buy	53,850 +8,652	+19%	+$95.1K	0.56%	34
2017 Q4	$486K	Buy	+45,198	New	+$474K	0.54%	34

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Huber Financial Advisors's SCHB Position: Q1 2020 in Review

Huber Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 26% in Q1 2020, buying an estimated $384K and bringing the position to 152,610 shares worth $1.54M. The position accounts for 0.58% of the portfolio, ranked #22.

Huber Financial Advisors first reported a position in SCHB in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.64M in Q1 2019. 652 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

Huber Financial Advisors held 152,610 shares of Schwab US Broad Market ETF worth $1.54M as of Q1 2020.
Huber Financial Advisors bought 31,704 Schwab US Broad Market ETF shares in Q1 2020, an estimated $384K.
Schwab US Broad Market ETF made up 0.58% of Huber Financial Advisors's portfolio in Q1 2020, its #22 holding.
Huber Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Schwab US Broad Market ETF position peaked at $1.64M in Q1 2019.
652 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.