Proffitt & Goodson’s Schwab US Broad Market ETF SCHB Stock Holding History

Proffitt & Goodson’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	-2,442	Closed	-$30K	–	288
2020 Q2	$30K	Sell	2,442 -210	-8%	-$2.42K	0.01%	163
2020 Q1	$27K	Buy	2,652 +102	+4%	+$1.23K	0.01%	132
2019 Q4	$33K	Buy	2,550 +348	+16%	+$4.27K	0.01%	138
2019 Q3	$26K	Buy	2,202 +456	+26%	+$5.39K	0.01%	140
2019 Q2	$21K	Hold	1,746	–	–	0.01%	136
2019 Q1	$20K	Buy	1,746 +588	+51%	+$6.42K	0.01%	137
2018 Q4	$12K	Hold	1,158	–	–	﹤0.01%	121
2018 Q3	$14K	Buy	+1,158	New	+$13.3K	﹤0.01%	110

Other funds holding SCHB

Wealthfront Advisers

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

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return