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

Resonant Capital 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
Q2 		– Sell
-67,344
Closed -$678K – 190
2020
Q1 		$678K Buy
+67,344
New +$815K 0.25% 107

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Resonant Capital Advisors's SCHB Position: Q2 2020 in Review

Resonant Capital Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2020, closing a stake of 67,344 shares — an estimated $678K sold.

Resonant Capital Advisors first reported a position in SCHB in Q1 2020 and held it in 1 quarter. The position peaked at $678K in Q1 2020. 665 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

  • Resonant Capital Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2020 after selling out during the quarter.
  • Resonant Capital Advisors sold 67,344 Schwab US Broad Market ETF shares in Q2 2020, an estimated $678K.
  • Resonant Capital Advisors first reported a position in Schwab US Broad Market ETF in Q1 2020 and held it in 1 quarter.
  • Resonant Capital Advisors's Schwab US Broad Market ETF position peaked at $678K in Q1 2020.
  • 665 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Resonant Capital Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.