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LS Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

LS Investment 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
Q3 		– Sell
-552
Closed -$7K – 1328
2020
Q2 		$7K Hold
552
– – ﹤0.01% 1570
2020
Q1 		$6K Hold
552
– – ﹤0.01% 1626
2019
Q4 		$7K Hold
552
– – ﹤0.01% 1689
2019
Q3 		$7K Hold
552
– – ﹤0.01% 1678
2019
Q2 		$6K Hold
552
– – ﹤0.01% 1681
2019
Q1 		$6K Buy
+552
New +$6.03K ﹤0.01% 1665

Other funds holding SCHB

Wealthfront Advisers
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

LS Investment Advisors's SCHB Position: Q3 2020 in Review

LS Investment Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 552 shares — an estimated $7K sold.

LS Investment Advisors first reported a position in SCHB in Q1 2019 and held it in 6 quarters. The position peaked at $7K in Q2 2020. 670 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • LS Investment Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 552 Schwab US Broad Market ETF shares in Q3 2020, an estimated $7K.
  • LS Investment Advisors first reported a position in Schwab US Broad Market ETF in Q1 2019 and held it in 6 quarters.
  • LS Investment Advisors's Schwab US Broad Market ETF position peaked at $7K in Q2 2020.
  • 670 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.