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IAM Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

IAM Advisory’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
Q3 		– Sell
-39,732
Closed -$690K – 94
2021
Q2 		$690K Buy
+39,732
New +$672K 0.09% 31

Other funds holding SCHB

Wealthfront Advisers
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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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

IAM Advisory's SCHB Position: Q3 2021 in Review

IAM Advisory sold out of Schwab US Broad Market ETF (SCHB) in Q3 2021, closing a stake of 39,732 shares — an estimated $690K sold.

IAM Advisory first reported a position in SCHB in Q2 2021 and held it in 1 quarter. The position peaked at $690K in Q2 2021. 779 funds tracked by Wall St. Rank hold SCHB as of Q3 2021.

  • IAM Advisory reported no remaining Schwab US Broad Market ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 39,732 Schwab US Broad Market ETF shares in Q3 2021, an estimated $690K.
  • IAM Advisory first reported a position in Schwab US Broad Market ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Schwab US Broad Market ETF position peaked at $690K in Q2 2021.
  • 779 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.