Private Vista’s Schwab US Broad Market ETF SCHB Stock Holding History

Private Vista’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	$3.14M	Buy	256,704 +6	+0%	+$69	1.52%	18
2020 Q1	$2.59M	Buy	256,698 +12	+0%	+$145	0.98%	24
2019 Q4	$3.29M	Buy	256,686 +96	+0%	+$1.18K	0.89%	20
2019 Q3	$3.04M	Buy	256,590 +35,466	+16%	+$419K	0.81%	22
2019 Q2	$2.6M	Sell	221,124 -36,174	-14%	-$418K	0.65%	27
2019 Q1	$2.92M	Buy	257,298 +102	+0%	+$1.11K	0.72%	26
2018 Q4	$2.57M	Sell	257,196 -13,650	-5%	-$148K	0.6%	30
2018 Q3	$3.18M	Buy	270,846 +78	+0%	+$899	0.65%	25
2018 Q2	$2.98M	Hold	270,768	–	–	0.69%	24
2018 Q1	$2.88M	Buy	+270,768	New	+$2.97M	0.84%	17
2017 Q4	–	Sell	-270,600	Closed	-$2.75M	–	105
2017 Q3	$2.75M	Buy	270,600 +1,536	+0.6%	+$15.2K	0.6%	25
2017 Q2	$2.62M	Buy	269,064 +78	+0%	+$753	0.63%	22
2017 Q1	$2.56M	Buy	+268,986	New	+$2.52M	0.64%	24
2016 Q4	–	Sell	-268,812	Closed	-$2.31M	–	72
2016 Q3	$2.31M	Buy	+268,812	New	+$2.33M	0.58%	26

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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

Private Vista's SCHB Position: Q2 2020 in Review

Private Vista increased its Schwab US Broad Market ETF (SCHB) stake by 0% in Q2 2020, buying an estimated $69 and bringing the position to 256,704 shares worth $3.14M. The position accounts for 1.52% of the portfolio, ranked #18.

Private Vista first reported a position in SCHB in Q3 2016 and has held it in 14 quarters since. The position peaked at $3.29M in Q4 2019. 665 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

Private Vista held 256,704 shares of Schwab US Broad Market ETF worth $3.14M as of Q2 2020.
Private Vista bought 6 Schwab US Broad Market ETF shares in Q2 2020, an estimated $69.
Schwab US Broad Market ETF made up 1.52% of Private Vista's portfolio in Q2 2020, its #18 holding.
Private Vista first reported a position in Schwab US Broad Market ETF in Q3 2016 and has held it in 14 quarters since.
Private Vista's Schwab US Broad Market ETF position peaked at $3.29M in Q4 2019.
665 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.