LPWM LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

LPWM LLC’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	-22,308	Closed	-$286K	–	46
2019 Q4	$286K	Buy	+22,308	New	+$274K	0.26%	36

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

LPWM LLC's SCHB Position: Q1 2020 in Review

LPWM LLC sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 22,308 shares — an estimated $286K sold.

LPWM LLC first reported a position in SCHB in Q4 2019 and held it in 1 quarter. The position peaked at $286K in Q4 2019. 651 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

LPWM LLC reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
LPWM LLC sold 22,308 Schwab US Broad Market ETF shares in Q1 2020, an estimated $286K.
LPWM LLC first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 1 quarter.
LPWM LLC's Schwab US Broad Market ETF position peaked at $286K in Q4 2019.
651 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on LPWM LLC's 13F filing for Q1 2020, filed 7 May 2020.