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JFG Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

JFG Wealth Management’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
Q4 		– Sell
-1,698
Closed -$22.5K – 63
2020
Q3 		$22.5K Buy
+1,698
New +$22.3K 0.02% 47
2020
Q2 		– Sell
-65,334
Closed -$658K – 18
2020
Q1 		$658K Buy
65,334
+2,076
+3% +$25.1K 1.08% 8
2019
Q4 		$811K Sell
63,258
-2,466
-4% -$30.3K 0.76% 8
2019
Q3 		$778K Hold
65,724
– – 0.71% 8
2019
Q2 		$789K Buy
65,724
+6,018
+10% +$69.5K 0.65% 8
2019
Q1 		$677K Sell
59,706
-7,368
-11% -$80.5K 0.57% 8
2018
Q4 		$669K Buy
+67,074
New +$725K 0.6% 13

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $1.76B AUM 18.21% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 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 $807M AUM 18.59% 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

JFG Wealth Management's SCHB Position: Q4 2020 in Review

JFG Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q4 2020, closing a stake of 1,698 shares — an estimated $22.5K sold.

JFG Wealth Management first reported a position in SCHB in Q4 2018 and held it in 7 quarters. The position peaked at $811K in Q4 2019. 733 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

  • JFG Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q4 2020 after selling out during the quarter.
  • JFG Wealth Management sold 1,698 Schwab US Broad Market ETF shares in Q4 2020, an estimated $22.5K.
  • JFG Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 7 quarters.
  • JFG Wealth Management's Schwab US Broad Market ETF position peaked at $811K in Q4 2019.
  • 733 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on JFG Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.