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Sigma Planning Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Sigma Planning Corp’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
-22,320
Closed -$339K – 1394
2020
Q4 		$339K Buy
+22,320
New +$318K 0.01% 843

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MFRM
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Betterment LLC
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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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Sigma Planning Corp's SCHB Position: Q1 2021 in Review

Sigma Planning Corp sold out of Schwab US Broad Market ETF (SCHB) in Q1 2021, closing a stake of 22,320 shares — an estimated $339K sold.

Sigma Planning Corp first reported a position in SCHB in Q4 2020 and held it in 1 quarter. The position peaked at $339K in Q4 2020. 748 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

  • Sigma Planning Corp reported no remaining Schwab US Broad Market ETF position as of Q1 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 22,320 Schwab US Broad Market ETF shares in Q1 2021, an estimated $339K.
  • Sigma Planning Corp first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 1 quarter.
  • Sigma Planning Corp's Schwab US Broad Market ETF position peaked at $339K in Q4 2020.
  • 748 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on Sigma Planning Corp's 13F filing for Q1 2021, filed 6 May 2021.