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Noven Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Noven Financial Group’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 		$320K Sell
31,758
-2,220
-7% -$26.9K 0.26% 28
2019
Q4 		$435K Buy
33,978
+456
+1% +$5.59K 0.2% 28
2019
Q3 		$397K Buy
33,522
+3,996
+14% +$47.2K 0.2% 27
2019
Q2 		$347K Buy
29,526
+10,560
+56% +$122K 0.18% 28
2019
Q1 		$215K Buy
+18,966
New +$207K 0.11% 33

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

Noven Financial Group's SCHB Position: Q1 2020 in Review

Noven Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 6.5% in Q1 2020, selling an estimated $26.9K and leaving 31,758 shares worth $320K. The position accounts for 0.26% of the portfolio, ranked #28.

Noven Financial Group first reported a position in SCHB in Q1 2019 and has held it in 5 quarters since. The position peaked at $435K in Q4 2019. 652 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

  • Noven Financial Group held 31,758 shares of Schwab US Broad Market ETF worth $320K as of Q1 2020.
  • Noven Financial Group sold 2,220 Schwab US Broad Market ETF shares in Q1 2020, an estimated $26.9K.
  • Schwab US Broad Market ETF made up 0.26% of Noven Financial Group's portfolio in Q1 2020, its #28 holding.
  • Noven Financial Group first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 5 quarters since.
  • Noven Financial Group's Schwab US Broad Market ETF position peaked at $435K in Q4 2019.
  • 652 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on Noven Financial Group's 13F filing for Q1 2020, filed 1 May 2020.