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

Oakworth Capital’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
Q1 		– Sell
-216
Closed -$3K – 606
2020
Q4 		$3K Buy
+216
New +$3.08K ﹤0.01% 524

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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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
SG
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Oakworth Capital's SCHB Position: Q1 2021 in Review

Oakworth Capital sold out of Schwab US Broad Market ETF (SCHB) in Q1 2021, closing a stake of 216 shares — an estimated $3K sold.

Oakworth Capital first reported a position in SCHB in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 748 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

  • Oakworth Capital reported no remaining Schwab US Broad Market ETF position as of Q1 2021 after selling out during the quarter.
  • Oakworth Capital sold 216 Schwab US Broad Market ETF shares in Q1 2021, an estimated $3K.
  • Oakworth Capital first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 1 quarter.
  • Oakworth Capital's Schwab US Broad Market ETF position peaked at $3K in Q4 2020.
  • 748 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on Oakworth Capital's 13F filing for Q1 2021, filed 30 Apr 2021.