Paracle Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Paracle Advisors’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	$266K	Buy	16,560 +12	+0.1%	+$189	0.05%	79
2020 Q4	$251K	Buy	16,548 +450	+3%	+$6.41K	0.05%	87
2020 Q3	$213K	Buy	+16,098	New	+$212K	0.05%	86
2019 Q1	–	Sell	-27,276	Closed	-$272K	–	67
2018 Q4	$272K	Buy	27,276 +3,666	+16%	+$39.6K	0.08%	50
2018 Q3	$277K	Buy	23,610 +66	+0.3%	+$761	0.08%	46
2018 Q2	$258K	Hold	23,544	–	–	0.08%	46
2018 Q1	$250K	Buy	23,544 +840	+4%	+$9.23K	0.08%	45
2017 Q4	$244K	Buy	22,704 +18	+0.1%	+$189	0.08%	41
2017 Q3	$230K	Buy	22,686 +24	+0.1%	+$238	0.08%	45
2017 Q2	$220K	Sell	22,662 -12,432	-35%	-$120K	0.08%	42
2017 Q1	$333K	Buy	+35,094	New	+$329K	0.13%	37

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

Evergreen Advisors Chattanooga, Tennessee $426M AUM

Paracle Advisors's SCHB Position: Q1 2021 in Review

Paracle Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.07% in Q1 2021, buying an estimated $189 and bringing the position to 16,560 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #79.

Paracle Advisors first reported a position in SCHB in Q1 2017 and has held it in 11 quarters since. The position peaked at $333K in Q1 2017. 748 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

Paracle Advisors held 16,560 shares of Schwab US Broad Market ETF worth $266K as of Q1 2021.
Paracle Advisors bought 12 Schwab US Broad Market ETF shares in Q1 2021, an estimated $189.
Schwab US Broad Market ETF made up 0.05% of Paracle Advisors's portfolio in Q1 2021, its #79 holding.
Paracle Advisors first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 11 quarters since.
Paracle Advisors's Schwab US Broad Market ETF position peaked at $333K in Q1 2017.
748 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.