Simplicity Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Simplicity Solutions’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
2019 Q4	–	Sell	-26,814	Closed	-$317K	–	867
2019 Q3	$317K	Sell	26,814 -37,722	-58%	-$446K	0.01%	530
2019 Q2	$759K	Sell	64,536 -87,822	-58%	-$1.01M	0.03%	306
2019 Q1	$1.73M	Buy	152,358 +113,742	+295%	+$1.24M	0.1%	172
2018 Q4	$386K	Sell	38,616 -205,590	-84%	-$2.22M	0.05%	372
2018 Q3	$2.87M	Buy	244,206 +37,482	+18%	+$432K	0.16%	80
2018 Q2	$2.27M	Buy	206,724 +187,734	+989%	+$2.05M	0.16%	74
2018 Q1	$202K	Buy	+18,990	New	+$209K	0.02%	347
2016 Q1	–	Sell	-75,186	Closed	-$615K	–	452
2015 Q4	$615K	Buy	+75,186	New	+$620K	0.07%	396

Other funds holding SCHB

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

Simplicity Solutions's SCHB Position: Q4 2019 in Review

Simplicity Solutions sold out of Schwab US Broad Market ETF (SCHB) in Q4 2019, closing a stake of 26,814 shares — an estimated $317K sold.

Simplicity Solutions first reported a position in SCHB in Q4 2015 and held it in 8 quarters. The position peaked at $2.87M in Q3 2018. 682 funds tracked by Wall St. Rank hold SCHB as of Q4 2019.

Simplicity Solutions reported no remaining Schwab US Broad Market ETF position as of Q4 2019 after selling out during the quarter.
Simplicity Solutions sold 26,814 Schwab US Broad Market ETF shares in Q4 2019, an estimated $317K.
Simplicity Solutions first reported a position in Schwab US Broad Market ETF in Q4 2015 and held it in 8 quarters.
Simplicity Solutions's Schwab US Broad Market ETF position peaked at $2.87M in Q3 2018.
682 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2019.

Based on Simplicity Solutions's 13F filing for Q4 2019, filed 12 Feb 2020.