Resource Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Resource Management’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 Q4	$1.57M	Buy	83,616 +2,622	+3%	+$48.2K	0.16%	45
2021 Q3	$1.4M	Buy	80,994 +1,722	+2%	+$30.6K	0.16%	48
2021 Q2	$1.38M	Buy	79,272 +4,446	+6%	+$75.2K	0.16%	48
2021 Q1	$1.21M	Hold	74,826	–	–	0.15%	51
2020 Q4	$1.14M	Hold	74,826	–	–	0.16%	52
2020 Q3	$993K	Hold	74,826	–	–	0.16%	53
2020 Q2	$916K	Hold	74,826	–	–	0.16%	52
2020 Q1	$754K	Sell	74,826 -2,904	-4%	-$35.1K	0.16%	52
2019 Q4	$996K	Buy	77,730 +36	+0%	+$442	0.16%	49
2019 Q3	$919K	Sell	77,694 -4,044	-5%	-$47.8K	0.16%	49
2019 Q2	$961K	Hold	81,738	–	–	0.17%	49
2019 Q1	$927K	Buy	81,738 +14,478	+22%	+$158K	0.17%	53
2018 Q4	$671K	Buy	67,260 +48	+0.1%	+$519	0.14%	59
2018 Q3	$788K	Buy	67,212 +24	+0%	+$277	0.14%	58
2018 Q2	$738K	Buy	67,188 +43,080	+179%	+$471K	0.14%	61
2018 Q1	$256K	Sell	24,108 -43,056	-64%	-$473K	0.05%	107
2017 Q4	$718K	Buy	+67,164	New	+$704K	0.15%	59

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

Resource Management's SCHB Position: Q4 2021 in Review

Resource Management increased its Schwab US Broad Market ETF (SCHB) stake by 3.2% in Q4 2021, buying an estimated $48.2K and bringing the position to 83,616 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #45.

Resource Management first reported a position in SCHB in Q4 2017 and has held it in 17 quarters since. 895 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

Resource Management held 83,616 shares of Schwab US Broad Market ETF worth $1.57M as of Q4 2021.
Resource Management bought 2,622 Schwab US Broad Market ETF shares in Q4 2021, an estimated $48.2K.
Schwab US Broad Market ETF made up 0.16% of Resource Management's portfolio in Q4 2021, its #45 holding.
Resource Management first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 17 quarters since.
895 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.