Squar Milner Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-3,552	Closed	-$35K	–	610
2020 Q1	$35K	Hold	3,552	–	–	0.02%	394
2019 Q4	$45K	Buy	+3,552	New	+$43.6K	0.02%	420
2019 Q3	–	Sell	-4,062	Closed	-$48K	–	615
2019 Q2	$48K	Sell	4,062 -17,832	-81%	-$206K	0.03%	356
2019 Q1	$248K	Hold	21,894	–	–	0.18%	136
2018 Q4	$219K	Sell	21,894 -222	-1%	-$2.4K	0.21%	123
2018 Q3	$259K	Hold	22,116	–	–	0.23%	115
2018 Q2	$243K	Hold	22,116	–	–	0.21%	128
2018 Q1	$235K	Hold	22,116	–	–	0.3%	126
2017 Q4	$253K	Buy	+22,116	New	+$232K	0.31%	119

Other funds holding SCHB

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MFRM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPGK

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

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

Squar Milner Financial Services's SCHB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Schwab US Broad Market ETF (SCHB) in Q2 2020, closing a stake of 3,552 shares — an estimated $35K sold.

Squar Milner Financial Services first reported a position in SCHB in Q4 2017 and held it in 9 quarters. The position peaked at $259K in Q3 2018. 666 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

Squar Milner Financial Services reported no remaining Schwab US Broad Market ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,552 Schwab US Broad Market ETF shares in Q2 2020, an estimated $35K.
Squar Milner Financial Services first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's Schwab US Broad Market ETF position peaked at $259K in Q3 2018.
666 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.