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

Litman Gregory 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
Q1 		– Sell
-750
Closed -$10K – 202
2019
Q4 		$10K Hold
750
– – ﹤0.01% 147
2019
Q3 		$9K Hold
750
– – ﹤0.01% 140
2019
Q2 		$9K Hold
750
– – ﹤0.01% 158
2019
Q1 		$9K Hold
750
– – ﹤0.01% 110
2018
Q4 		$7K Hold
750
– – ﹤0.01% 121
2018
Q3 		$9K Buy
+750
New +$8.64K ﹤0.01% 88

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $860B AUM 41.15% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Litman Gregory Wealth Management's SCHB Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 750 shares — an estimated $10K sold.

Litman Gregory Wealth Management first reported a position in SCHB in Q3 2018 and held it in 6 quarters. The position peaked at $10K in Q4 2019. 652 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 750 Schwab US Broad Market ETF shares in Q1 2020, an estimated $10K.
  • Litman Gregory Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 6 quarters.
  • Litman Gregory Wealth Management's Schwab US Broad Market ETF position peaked at $10K in Q4 2019.
  • 652 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.