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Reby Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Reby Advisors’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 		$20K Buy
+1,308
New +$18.6K 0.01% 352

Other funds holding SCHB

Wealthfront Advisers
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
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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 $3.23B AUM 15.3% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Reby Advisors's SCHB Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q4 2020: 1,308 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #352 among its holdings.

733 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

  • Reby Advisors held 1,308 shares of Schwab US Broad Market ETF worth $20K as of Q4 2020.
  • Schwab US Broad Market ETF was a new Reby Advisors position in Q4 2020.
  • Schwab US Broad Market ETF made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #352 holding.
  • 733 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.