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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 $52B AUM 24.53% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $59.1B AUM 18.41% 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 $786B AUM 40.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Proffitt & Goodson's SCHB Position: Q3 2020 in Review

Proffitt & Goodson sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 2,442 shares — an estimated $30K sold.

Proffitt & Goodson first reported a position in SCHB in Q3 2018 and held it in 8 quarters. The position peaked at $33K in Q4 2019. 670 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • Proffitt & Goodson reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
  • Proffitt & Goodson sold 2,442 Schwab US Broad Market ETF shares in Q3 2020, an estimated $30K.
  • Proffitt & Goodson first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 8 quarters.
  • Proffitt & Goodson's Schwab US Broad Market ETF position peaked at $33K in Q4 2019.
  • 670 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Proffitt & Goodson's 13F filing for Q3 2020, filed 28 Oct 2020.