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Kemper’s Schwab US Broad Market ETF SCHB Stock Holding History

Kemper’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
2022
Q1 		– Sell
-674,160
Closed -$12.7M – 11
2021
Q4 		$12.7M Sell
674,160
-393,840
-37% -$7.25M 2.7% 6
2021
Q3 		$18.5M Hold
1,068,000
– – 3.08% 8
2021
Q2 		$18.6M Sell
1,068,000
-1,272
-0.1% -$21.5K 3.12% 7
2021
Q1 		$17.2M Hold
1,069,272
– – 3.14% 8
2020
Q4 		$16.2M Hold
1,069,272
– – 3.08% 9
2020
Q3 		$14.2M Sell
1,069,272
-357,018
-25% -$4.69M 3.08% 9
2020
Q2 		$17.5M Hold
1,426,290
– – 3.71% 9
2020
Q1 		$16.3M Hold
1,426,290
– – 3.7% 10
2019
Q4 		$18.3M Hold
1,426,290
– – 2.97% 13
2019
Q3 		$16.9M Hold
1,426,290
– – 2.46% 14
2019
Q2 		$16.8M Hold
1,426,290
– – 2.47% 13
2019
Q1 		$16.2M Hold
1,426,290
– – 2.45% 13
2018
Q4 		$14.2M Hold
1,426,290
– – 3.3% 10
2018
Q3 		$16.7M Hold
1,426,290
– – 3.03% 11
2018
Q2 		$15.7M Hold
1,426,290
– – 7.05% 6
2018
Q1 		$15.2M Hold
1,426,290
– – 6.13% 7
2017
Q4 		$15.3M Hold
1,426,290
– – 6.74% 6
2017
Q3 		$14.5M Hold
1,426,290
– – 6.8% 4
2017
Q2 		$13.9M Sell
1,426,290
-3,216
-0.2% -$31.1K 6.75% 4
2017
Q1 		$13.6M Hold
1,429,506
– – 6.92% 5
2016
Q4 		$12.9M Hold
1,429,506
– – 7.53% 4
2016
Q3 		$12.5M Hold
1,429,506
– – 7.44% 4
2016
Q2 		$12M Buy
1,429,506
+624,492
+78% +$5.18M 6.9% 4
2016
Q1 		$6.61M Buy
+805,014
New +$6.26M 3.51% 8

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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
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
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Kemper's SCHB Position: Q1 2022 in Review

Kemper sold out of Schwab US Broad Market ETF (SCHB) in Q1 2022, closing a stake of 674,160 shares — an estimated $12.7M sold.

Kemper first reported a position in SCHB in Q1 2016 and held it in 24 quarters. The position peaked at $18.6M in Q2 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Kemper reported no remaining Schwab US Broad Market ETF position as of Q1 2022 after selling out during the quarter.
  • Kemper sold 674,160 Schwab US Broad Market ETF shares in Q1 2022, an estimated $12.7M.
  • Kemper first reported a position in Schwab US Broad Market ETF in Q1 2016 and held it in 24 quarters.
  • Kemper's Schwab US Broad Market ETF position peaked at $18.6M in Q2 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Kemper's 13F filing for Q1 2022, filed 13 May 2022.