R.H. Bluestein & Co’s Schwab US Broad Market ETF SCHB Stock Holding History

R.H. Bluestein & Co’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 Q4	–	Sell	-19,800	Closed	-$263K	–	399
2020 Q3	$263K	Hold	19,800	–	–	0.01%	273
2020 Q2	$242K	Buy	+19,800	New	+$228K	0.01%	279
2020 Q1	–	Sell	-19,800	Closed	-$254K	–	337
2019 Q4	$254K	Buy	+19,800	New	+$243K	0.01%	300

Other funds holding SCHB

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

MFRM

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

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

HSA

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

RPGK

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

Evergreen Advisors Chattanooga, Tennessee $426M AUM

R.H. Bluestein & Co's SCHB Position: Q4 2020 in Review

R.H. Bluestein & Co sold out of Schwab US Broad Market ETF (SCHB) in Q4 2020, closing a stake of 19,800 shares — an estimated $263K sold.

R.H. Bluestein & Co first reported a position in SCHB in Q4 2019 and held it in 3 quarters. The position peaked at $263K in Q3 2020. 733 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

R.H. Bluestein & Co reported no remaining Schwab US Broad Market ETF position as of Q4 2020 after selling out during the quarter.
R.H. Bluestein & Co sold 19,800 Schwab US Broad Market ETF shares in Q4 2020, an estimated $263K.
R.H. Bluestein & Co first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 3 quarters.
R.H. Bluestein & Co's Schwab US Broad Market ETF position peaked at $263K in Q3 2020.
733 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on R.H. Bluestein & Co's 13F filing for Q4 2020, filed 12 Feb 2021.