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

Ropes Wealth 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
2021 Q1	–	Sell	-9,294	Closed	-$141K	–	684
2020 Q4	$141K	Sell	9,294 -672	-7%	-$9.57K	0.02%	264
2020 Q3	$132K	Hold	9,966	–	–	0.03%	240
2020 Q2	$122K	Hold	9,966	–	–	0.02%	238
2020 Q1	$100K	Hold	9,966	–	–	0.03%	227
2019 Q4	$128K	Hold	9,966	–	–	0.03%	249
2019 Q3	$118K	Hold	9,966	–	–	0.03%	268
2019 Q2	$117K	Hold	9,966	–	–	0.02%	265
2019 Q1	$113K	Hold	9,966	–	–	0.03%	261
2018 Q4	$100K	Hold	9,966	–	–	0.03%	260
2018 Q3	$117K	Hold	9,966	–	–	0.03%	265
2018 Q2	$110K	Sell	9,966 -450	-4%	-$4.92K	0.03%	279
2018 Q1	$111K	Hold	10,416	–	–	0.03%	261
2017 Q4	$112K	Sell	10,416 -450	-4%	-$4.72K	0.03%	264
2017 Q3	$110K	Sell	10,866 -7,872	-42%	-$78.1K	0.03%	260
2017 Q2	$183K	Hold	18,738	–	–	0.05%	221
2017 Q1	$178K	Buy	+18,738	New	+$176K	0.05%	222

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Betterment LLC New York $59.1B AUM 18.41% 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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

RPGK

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

Evergreen Advisors Chattanooga, Tennessee $469M AUM

Ropes Wealth Advisors's SCHB Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2021, closing a stake of 9,294 shares — an estimated $141K sold.

Ropes Wealth Advisors first reported a position in SCHB in Q1 2017 and held it in 16 quarters. The position peaked at $183K in Q2 2017. 749 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

Ropes Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 9,294 Schwab US Broad Market ETF shares in Q1 2021, an estimated $141K.
Ropes Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2017 and held it in 16 quarters.
Ropes Wealth Advisors's Schwab US Broad Market ETF position peaked at $183K in Q2 2017.
749 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.