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Laurel Wealth Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Laurel Wealth Planning’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
-504
Closed -$8K – 134
2020
Q4 		$8K Buy
+504
New +$7.18K 0.01% 88

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MFRM
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Betterment LLC
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EK
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HP
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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
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EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Laurel Wealth Planning's SCHB Position: Q1 2021 in Review

Laurel Wealth Planning sold out of Schwab US Broad Market ETF (SCHB) in Q1 2021, closing a stake of 504 shares — an estimated $8K sold.

Laurel Wealth Planning first reported a position in SCHB in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 748 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

  • Laurel Wealth Planning reported no remaining Schwab US Broad Market ETF position as of Q1 2021 after selling out during the quarter.
  • Laurel Wealth Planning sold 504 Schwab US Broad Market ETF shares in Q1 2021, an estimated $8K.
  • Laurel Wealth Planning first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 1 quarter.
  • Laurel Wealth Planning's Schwab US Broad Market ETF position peaked at $8K in Q4 2020.
  • 748 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on Laurel Wealth Planning's 13F filing for Q1 2021, filed 6 May 2021.