Rowland Carmichael Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Rowland Carmichael 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 Q4	$717K	Buy	47,262 +24	+0.1%	+$342	0.23%	99
2020 Q3	$627K	Buy	47,238 +7,704	+19%	+$101K	0.25%	109
2020 Q2	$484K	Hold	39,534	–	–	0.21%	129
2020 Q1	$398K	Buy	39,534 +996	+3%	+$12.1K	0.2%	134
2019 Q4	$494K	Buy	38,538 +6	+0%	+$74	0.17%	145
2019 Q3	$456K	Sell	38,532 -23,742	-38%	-$281K	0.16%	151
2019 Q2	$732K	Buy	62,274 +168	+0.3%	+$1.94K	0.25%	111
2019 Q1	$704K	Sell	62,106 -366	-0.6%	-$4K	0.26%	110
2018 Q4	$624K	Hold	62,472	–	–	0.28%	96
2018 Q3	$733K	Hold	62,472	–	–	0.28%	93
2018 Q2	$687K	Hold	62,472	–	–	0.29%	94
2018 Q1	$664K	Sell	62,472 -4,842	-7%	-$53.2K	0.36%	88
2017 Q4	$724K	Buy	67,314 +462	+0.7%	+$4.84K	0.37%	88
2017 Q3	$679K	Sell	66,852 -990	-1%	-$9.83K	0.38%	85
2017 Q2	$661K	Buy	67,842 +17,118	+34%	+$165K	0.38%	86
2017 Q1	$482K	Sell	50,724 -10,332	-17%	-$96.9K	0.29%	113
2016 Q4	$551K	Buy	61,056 +3,204	+6%	+$28.2K	0.33%	97
2016 Q3	$504K	Sell	57,852 -12,408	-18%	-$108K	0.32%	101
2016 Q2	$589K	Sell	70,260 -16,044	-19%	-$133K	0.37%	93
2016 Q1	$709K	Buy	+86,304	New	+$671K	0.65%	53

Other funds holding SCHB

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

MFRM

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $361M AUM 22.6% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

RPGK

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

Evergreen Advisors Chattanooga, Tennessee $426M AUM

Rowland Carmichael Advisors's SCHB Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.05% in Q4 2020, buying an estimated $342 and bringing the position to 47,262 shares worth $717K. The position accounts for 0.23% of the portfolio, ranked #99.

Rowland Carmichael Advisors first reported a position in SCHB in Q1 2016 and has held it in 20 quarters since. The position peaked at $733K in Q3 2018. 733 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

Rowland Carmichael Advisors held 47,262 shares of Schwab US Broad Market ETF worth $717K as of Q4 2020.
Rowland Carmichael Advisors bought 24 Schwab US Broad Market ETF shares in Q4 2020, an estimated $342.
Schwab US Broad Market ETF made up 0.23% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #99 holding.
Rowland Carmichael Advisors first reported a position in Schwab US Broad Market ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's Schwab US Broad Market ETF position peaked at $733K in Q3 2018.
733 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.