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PagnatoKarp Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

PagnatoKarp Partners’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 		– Sell
-187,608
Closed -$1.89M – 114
2020
Q1 		$1.89M Sell
187,608
-432
-0.2% -$5.23K 0.47% 36
2019
Q4 		$2.41M Buy
188,040
+798
+0.4% +$9.79K 0.42% 36
2019
Q3 		$2.22M Buy
187,242
+1,032
+0.6% +$12.2K 0.44% 37
2019
Q2 		$2.2M Sell
186,210
-330
-0.2% -$3.81K 0.47% 35
2019
Q1 		$2.12M Buy
186,540
+162
+0.1% +$1.77K 0.48% 37
2018
Q4 		$1.86M Buy
186,378
+1,848
+1% +$20K 0.4% 40
2018
Q3 		$2.17M Sell
184,530
-1,500
-0.8% -$17.3K 0.64% 28
2018
Q2 		$2.05M Buy
186,030
+35,394
+23% +$387K 0.65% 27
2018
Q1 		$1.6M Sell
150,636
-46,350
-24% -$509K 0.68% 24
2017
Q4 		$2.12M Sell
196,986
-66,882
-25% -$701K 0.65% 30
2017
Q3 		$2.68M Sell
263,868
-119,628
-31% -$1.19M 0.85% 24
2017
Q2 		$3.74M Sell
383,496
-106,176
-22% -$1.03M 1.15% 18
2017
Q1 		$4.66M Sell
489,672
-57,858
-11% -$543K 1.34% 18
2016
Q4 		$4.94M Buy
+547,530
New +$4.82M 1.48% 20

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SCM
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Betterment LLC
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MFRM
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EK
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HP
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return