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Shine Investment Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Shine Investment Advisory Services’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
Q3 		$639K Sell
48,174
-7,116
-13% -$93.6K 0.22% 57
2020
Q2 		$677K Sell
55,290
-22,158
-29% -$255K 0.25% 54
2020
Q1 		$780K Sell
77,448
-11,940
-13% -$144K 0.36% 44
2019
Q4 		$1.15M Sell
89,388
-4,398
-5% -$54K 0.46% 38
2019
Q3 		$1.11M Sell
93,786
-15,210
-14% -$180K 0.53% 34
2019
Q2 		$1.28M Buy
108,996
+306
+0.3% +$3.53K 0.59% 32
2019
Q1 		$1.23M Buy
108,690
+9,996
+10% +$109K 0.57% 34
2018
Q4 		$986K Sell
98,694
-756
-0.8% -$8.17K 0.49% 38
2018
Q3 		$1.17M Sell
99,450
-3,144
-3% -$36.2K 0.61% 32
2018
Q2 		$1.13M Buy
102,594
+1,794
+2% +$19.6K 0.58% 31
2018
Q1 		$1.07M Buy
100,800
+5,880
+6% +$64.6K 0.57% 30
2017
Q4 		$1.02M Buy
94,920
+1,794
+2% +$18.8K 0.51% 32
2017
Q3 		$945K Sell
93,126
-7,770
-8% -$77.1K 0.49% 32
2017
Q2 		$983K Buy
100,896
+24,336
+32% +$235K 0.5% 32
2017
Q1 		$728K Buy
76,560
+6,522
+9% +$61.2K 0.48% 33
2016
Q4 		$632K Buy
+70,038
New +$617K 0.52% 28

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Shine Investment Advisory Services's SCHB Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q3 2020, selling an estimated $93.6K and leaving 48,174 shares worth $639K. The position accounts for 0.22% of the portfolio, ranked #57.

Shine Investment Advisory Services first reported a position in SCHB in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.28M in Q2 2019. 670 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • Shine Investment Advisory Services held 48,174 shares of Schwab US Broad Market ETF worth $639K as of Q3 2020.
  • Shine Investment Advisory Services sold 7,116 Schwab US Broad Market ETF shares in Q3 2020, an estimated $93.6K.
  • Schwab US Broad Market ETF made up 0.22% of Shine Investment Advisory Services's portfolio in Q3 2020, its #57 holding.
  • Shine Investment Advisory Services first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 16 quarters since.
  • Shine Investment Advisory Services's Schwab US Broad Market ETF position peaked at $1.28M in Q2 2019.
  • 670 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.