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

Lenox 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 Q2	$178K	Sell	14,538 -762	-5%	-$8.78K	0.05%	155
2020 Q1	$154K	Sell	15,300 -258	-2%	-$3.12K	0.05%	158
2019 Q4	$199K	Buy	15,558 +8,250	+113%	+$101K	0.06%	153
2019 Q3	$86K	Buy	7,308 +2,208	+43%	+$26.1K	0.03%	224
2019 Q2	$60K	Buy	5,100 +4,566	+855%	+$52.7K	0.02%	233
2019 Q1	$6K	Buy	+534	New	+$5.83K	﹤0.01%	498

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Lenox Wealth Management's SCHB Position: Q2 2020 in Review

Lenox Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 5% in Q2 2020, selling an estimated $8.78K and leaving 14,538 shares worth $178K. The position accounts for 0.05% of the portfolio, ranked #155.

Lenox Wealth Management first reported a position in SCHB in Q1 2019 and has held it in 6 quarters since. The position peaked at $199K in Q4 2019. 666 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

Lenox Wealth Management held 14,538 shares of Schwab US Broad Market ETF worth $178K as of Q2 2020.
Lenox Wealth Management sold 762 Schwab US Broad Market ETF shares in Q2 2020, an estimated $8.78K.
Schwab US Broad Market ETF made up 0.05% of Lenox Wealth Management's portfolio in Q2 2020, its #155 holding.
Lenox Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 6 quarters since.
Lenox Wealth Management's Schwab US Broad Market ETF position peaked at $199K in Q4 2019.
666 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.