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Nachman Norwood & Parrott’s Schwab US Broad Market ETF SCHB Stock Holding History

Nachman Norwood & Parrott’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
2021
Q2 		$1.11M Hold
63,834
– – 0.11% 122
2021
Q1 		$1.03M Sell
63,834
-948
-1% -$14.9K 0.11% 121
2020
Q4 		$982K Sell
64,782
-1,224
-2% -$17.4K 0.11% 118
2020
Q3 		$876K Sell
66,006
-2,166
-3% -$28.5K 0.12% 113
2020
Q2 		$835K Sell
68,172
-2,460
-3% -$28.4K 0.14% 111
2020
Q1 		$711K Hold
70,632
– – 0.14% 107
2019
Q4 		$905K Sell
70,632
-804
-1% -$9.87K 0.15% 108
2019
Q3 		$846K Sell
71,436
-498
-0.7% -$5.88K 0.15% 111
2019
Q2 		$846K Sell
71,934
-1,704
-2% -$19.7K 0.15% 109
2019
Q1 		$835K Sell
73,638
-1,758
-2% -$19.2K 0.16% 109
2018
Q4 		$753K Buy
+75,396
New +$815K 0.16% 107

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
Betterment LLC
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
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
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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Nachman Norwood & Parrott's SCHB Position: Q2 2021 in Review

Nachman Norwood & Parrott held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2021 at 63,834 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #122.

Nachman Norwood & Parrott first reported a position in SCHB in Q4 2018 and has held it in 11 quarters since. 777 funds tracked by Wall St. Rank hold SCHB as of Q2 2021.

  • Nachman Norwood & Parrott held 63,834 shares of Schwab US Broad Market ETF worth $1.11M as of Q2 2021.
  • Nachman Norwood & Parrott left its Schwab US Broad Market ETF share count unchanged in Q2 2021.
  • Schwab US Broad Market ETF made up 0.11% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #122 holding.
  • Nachman Norwood & Parrott first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 11 quarters since.
  • 777 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.