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

Resource Planning Group’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
Q1 		– Sell
-20,796
Closed -$266K – 53
2019
Q4 		$266K Buy
+20,796
New +$255K 0.15% 54

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Resource Planning Group's SCHB Position: Q1 2020 in Review

Resource Planning Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 20,796 shares — an estimated $266K sold.

Resource Planning Group first reported a position in SCHB in Q4 2019 and held it in 1 quarter. The position peaked at $266K in Q4 2019. 651 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

  • Resource Planning Group reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
  • Resource Planning Group sold 20,796 Schwab US Broad Market ETF shares in Q1 2020, an estimated $266K.
  • Resource Planning Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 1 quarter.
  • Resource Planning Group's Schwab US Broad Market ETF position peaked at $266K in Q4 2019.
  • 651 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on Resource Planning Group's 13F filing for Q1 2020, filed 14 Apr 2020.