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

Lenox Wealth 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
2020
Q1 		– Sell
-2,850
Closed -$37K – 910
2019
Q4 		$37K Buy
2,850
+2,394
+525% +$29.4K 0.01% 221
2019
Q3 		$5K Buy
+456
New +$5.39K ﹤0.01% 405

Other funds holding SCHB

Wealthfront Advisers
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Lenox Wealth Advisors's SCHB Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 2,850 shares — an estimated $37K sold.

Lenox Wealth Advisors first reported a position in SCHB in Q3 2019 and held it in 2 quarters. The position peaked at $37K in Q4 2019. 651 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 2,850 Schwab US Broad Market ETF shares in Q1 2020, an estimated $37K.
  • Lenox Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's Schwab US Broad Market ETF position peaked at $37K in Q4 2019.
  • 651 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.