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QCM Cayman’s Schwab US Broad Market ETF SCHB Stock Holding History

QCM Cayman’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 		– Sell
-15,282
Closed -$232K – 254
2020
Q4 		$232K Buy
+15,282
New +$218K 0.24% 183
2020
Q3 		– Sell
-27,852
Closed -$341K – 207
2020
Q2 		$341K Buy
+27,852
New +$321K 0.78% 40

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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 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
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

QCM Cayman's SCHB Position: Q1 2021 in Review

QCM Cayman sold out of Schwab US Broad Market ETF (SCHB) in Q1 2021, closing a stake of 15,282 shares — an estimated $232K sold.

QCM Cayman first reported a position in SCHB in Q2 2020 and held it in 2 quarters. The position peaked at $341K in Q2 2020. 748 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

  • QCM Cayman reported no remaining Schwab US Broad Market ETF position as of Q1 2021 after selling out during the quarter.
  • QCM Cayman sold 15,282 Schwab US Broad Market ETF shares in Q1 2021, an estimated $232K.
  • QCM Cayman first reported a position in Schwab US Broad Market ETF in Q2 2020 and held it in 2 quarters.
  • QCM Cayman's Schwab US Broad Market ETF position peaked at $341K in Q2 2020.
  • 748 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on QCM Cayman's 13F filing for Q1 2021, filed 17 May 2021.