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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM