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

Inspire 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
Q1 		– Sell
-7,950
Closed -$121K – 593
2020
Q4 		$121K Buy
+7,950
New +$113K 0.05% 101

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MFRM
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Betterment LLC
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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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Inspire Advisors's SCHB Position: Q1 2021 in Review

Inspire Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2021, closing a stake of 7,950 shares — an estimated $121K sold.

Inspire Advisors first reported a position in SCHB in Q4 2020 and held it in 1 quarter. The position peaked at $121K in Q4 2020. 748 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

  • Inspire Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 7,950 Schwab US Broad Market ETF shares in Q1 2021, an estimated $121K.
  • Inspire Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Schwab US Broad Market ETF position peaked at $121K in Q4 2020.
  • 748 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.