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Interchange Capital Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Interchange Capital Partners’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
-3,138
Closed -$47K – 932
2020
Q4 		$47K Buy
+3,138
New +$44.7K 0.03% 423

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Interchange Capital Partners's SCHB Position: Q1 2021 in Review

Interchange Capital Partners sold out of Schwab US Broad Market ETF (SCHB) in Q1 2021, closing a stake of 3,138 shares — an estimated $47K sold.

Interchange Capital Partners first reported a position in SCHB in Q4 2020 and held it in 1 quarter. The position peaked at $47K in Q4 2020. 748 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

  • Interchange Capital Partners reported no remaining Schwab US Broad Market ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 3,138 Schwab US Broad Market ETF shares in Q1 2021, an estimated $47K.
  • Interchange Capital Partners first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Schwab US Broad Market ETF position peaked at $47K in Q4 2020.
  • 748 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.