Maxim Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Maxim Capital 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	$382K	Buy	29,754 +2,940	+11%	+$33.9K	0.34%	31
2020 Q1	$270K	Buy	26,814 +180	+0.7%	+$2.18K	0.28%	30
2019 Q4	$266K	Buy	26,634 +4,956	+23%	+$60.8K	0.27%	24
2019 Q3	$257K	Sell	21,678 -2,418	-10%	-$28.6K	0.23%	25
2019 Q2	$283K	Sell	24,096 -108	-0.4%	-$1.25K	0.26%	24
2019 Q1	$275K	Sell	24,204 -2,430	-9%	-$26.5K	0.26%	24
2018 Q4	$266K	Buy	+26,634	New	+$288K	0.27%	24

Other funds holding SCHB

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 $666B AUM 30.12% 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 $901M AUM 21.04% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Maxim Capital Management's SCHB Position: Q2 2020 in Review

Maxim Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 11% in Q2 2020, buying an estimated $33.9K and bringing the position to 29,754 shares worth $382K. The position accounts for 0.34% of the portfolio, ranked #31.

Maxim Capital Management first reported a position in SCHB in Q4 2018 and has held it in 7 quarters since. 665 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

Maxim Capital Management held 29,754 shares of Schwab US Broad Market ETF worth $382K as of Q2 2020.
Maxim Capital Management bought 2,940 Schwab US Broad Market ETF shares in Q2 2020, an estimated $33.9K.
Schwab US Broad Market ETF made up 0.34% of Maxim Capital Management's portfolio in Q2 2020, its #31 holding.
Maxim Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 7 quarters since.
665 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.