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

Independence 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
Q3 		$42K Buy
3,168
+186
+6% +$2.45K 0.01% 129
2020
Q2 		$36K Buy
2,982
+24
+0.8% +$277 0.01% 126
2020
Q1 		$30K Buy
2,958
+834
+39% +$10.1K 0.01% 118
2019
Q4 		$27K Buy
+2,124
New +$26.1K 0.01% 131

Other funds holding SCHB

Wealthfront Advisers
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Independence Advisors's SCHB Position: Q3 2020 in Review

Independence Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 6.2% in Q3 2020, buying an estimated $2.45K and bringing the position to 3,168 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #129.

Independence Advisors first reported a position in SCHB in Q4 2019 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • Independence Advisors held 3,168 shares of Schwab US Broad Market ETF worth $42K as of Q3 2020.
  • Independence Advisors bought 186 Schwab US Broad Market ETF shares in Q3 2020, an estimated $2.45K.
  • Schwab US Broad Market ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #129 holding.
  • Independence Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 4 quarters since.
  • 669 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.