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SkyOak Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

SkyOak Wealth’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 		– Sell
-43,710
Closed -$535K – 233
2020
Q2 		$535K Buy
43,710
+9,090
+26% +$105K 0.2% 118
2020
Q1 		$349K Buy
34,620
+16,854
+95% +$204K 0.18% 141
2019
Q4 		$228K Buy
+17,766
New +$218K 0.07% 263

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $59.1B AUM 18.41% 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 $786B AUM 40.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $3.94B AUM 18.64% 1-Year Est. Return

SkyOak Wealth's SCHB Position: Q3 2020 in Review

SkyOak Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 43,710 shares — an estimated $535K sold.

SkyOak Wealth first reported a position in SCHB in Q4 2019 and held it in 3 quarters. The position peaked at $535K in Q2 2020. 670 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • SkyOak Wealth reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
  • SkyOak Wealth sold 43,710 Schwab US Broad Market ETF shares in Q3 2020, an estimated $535K.
  • SkyOak Wealth first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 3 quarters.
  • SkyOak Wealth's Schwab US Broad Market ETF position peaked at $535K in Q2 2020.
  • 670 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.