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Starfire Investment Advisers’s Schwab US Broad Market ETF SCHB Stock Holding History

Starfire Investment Advisers’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 		$3.52M Buy
287,694
+8,502
+3% +$98K 1.68% 13
2020
Q1 		$2.81M Sell
279,192
-24,060
-8% -$291K 1.55% 17
2019
Q4 		$3.88M Sell
303,252
-9,768
-3% -$120K 1.48% 20
2019
Q3 		$3.71M Buy
313,020
+1,992
+0.6% +$23.5K 1.52% 20
2019
Q2 		$3.66M Buy
311,028
+2,742
+0.9% +$31.7K 1.63% 18
2019
Q1 		$3.5M Buy
308,286
+702
+0.2% +$7.67K 1.6% 18
2018
Q4 		$3.07M Sell
307,584
-3,378
-1% -$36.5K 1.66% 17
2018
Q3 		$3.65M Sell
310,962
-8,808
-3% -$102K 1.81% 16
2018
Q2 		$3.52M Sell
319,770
-8,478
-3% -$92.7K 1.78% 16
2018
Q1 		$3.49M Buy
+328,248
New +$3.61M 1.82% 16
2017
Q4 		– Sell
-321,576
Closed -$3.26M – 207
2017
Q3 		$3.26M Sell
321,576
-1,062
-0.3% -$10.5K 1.98% 15
2017
Q2 		$3.14M Sell
322,638
-2,046
-0.6% -$19.8K 1.84% 16
2017
Q1 		$3.06M Buy
324,684
+1,860
+0.6% +$17.4K 1.65% 17
2016
Q4 		$2.92M Buy
322,824
+8,268
+3% +$72.8K 1.66% 17
2016
Q3 		$2.74M Buy
314,556
+3,582
+1% +$31.1K 1.62% 18
2016
Q2 		$2.61M Buy
310,974
+2,544
+0.8% +$21.1K 1.8% 15
2016
Q1 		$2.53M Buy
308,430
+15,156
+5% +$118K 1.66% 17
2015
Q4 		$2.4M Buy
293,274
+12,828
+5% +$106K 1.65% 17
2015
Q3 		$2.17M Sell
280,446
-360
-0.1% -$2.96K 1.58% 17
2015
Q2 		$2.35M Buy
280,806
+2,256
+0.8% +$19.3K 1.56% 17
2015
Q1 		$2.34M Buy
+278,550
New +$2.33M 1.54% 17

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
Betterment LLC
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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Starfire Investment Advisers's SCHB Position: Q2 2020 in Review

Starfire Investment Advisers increased its Schwab US Broad Market ETF (SCHB) stake by 3% in Q2 2020, buying an estimated $98K and bringing the position to 287,694 shares worth $3.52M. The position accounts for 1.68% of the portfolio, ranked #13.

Starfire Investment Advisers first reported a position in SCHB in Q1 2015 and has held it in 21 quarters since. The position peaked at $3.88M in Q4 2019. 665 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

  • Starfire Investment Advisers held 287,694 shares of Schwab US Broad Market ETF worth $3.52M as of Q2 2020.
  • Starfire Investment Advisers bought 8,502 Schwab US Broad Market ETF shares in Q2 2020, an estimated $98K.
  • Schwab US Broad Market ETF made up 1.68% of Starfire Investment Advisers's portfolio in Q2 2020, its #13 holding.
  • Starfire Investment Advisers first reported a position in Schwab US Broad Market ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's Schwab US Broad Market ETF position peaked at $3.88M in Q4 2019.
  • 665 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.