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Partnervest Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Partnervest Advisory Services’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 		$270K Buy
20,310
+666
+3% +$8.76K 0.09% 184
2020
Q2 		$241K Buy
+19,644
New +$226K 0.09% 176

Other funds holding SCHB

Wealthfront Advisers
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
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
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

Partnervest Advisory Services's SCHB Position: Q3 2020 in Review

Partnervest Advisory Services increased its Schwab US Broad Market ETF (SCHB) stake by 3.4% in Q3 2020, buying an estimated $8.76K and bringing the position to 20,310 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #184.

Partnervest Advisory Services first reported a position in SCHB in Q2 2020 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • Partnervest Advisory Services held 20,310 shares of Schwab US Broad Market ETF worth $270K as of Q3 2020.
  • Partnervest Advisory Services bought 666 Schwab US Broad Market ETF shares in Q3 2020, an estimated $8.76K.
  • Schwab US Broad Market ETF made up 0.09% of Partnervest Advisory Services's portfolio in Q3 2020, its #184 holding.
  • Partnervest Advisory Services first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.