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

Paloma 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
Q3 		– Sell
-385,020
Closed -$4.71M – 2397
2020
Q2 		$4.71M Buy
+385,020
New +$4.44M 0.08% 309

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MFRM
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Betterment LLC
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Paloma Partners's SCHB Position: Q3 2020 in Review

Paloma Partners sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 385,020 shares — an estimated $4.71M sold.

Paloma Partners first reported a position in SCHB in Q2 2020 and held it in 1 quarter. The position peaked at $4.71M in Q2 2020. 669 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • Paloma Partners reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
  • Paloma Partners sold 385,020 Schwab US Broad Market ETF shares in Q3 2020, an estimated $4.71M.
  • Paloma Partners first reported a position in Schwab US Broad Market ETF in Q2 2020 and held it in 1 quarter.
  • Paloma Partners's Schwab US Broad Market ETF position peaked at $4.71M in Q2 2020.
  • 669 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.