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Strategic Wealth Partners Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Strategic Wealth Partners Group’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
Q1 		– Sell
-26,694
Closed -$342K – 57
2019
Q4 		$342K Buy
+26,694
New +$328K 0.08% 50

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HP
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SG
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Strategic Wealth Partners Group's SCHB Position: Q1 2020 in Review

Strategic Wealth Partners Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 26,694 shares — an estimated $342K sold.

Strategic Wealth Partners Group first reported a position in SCHB in Q4 2019 and held it in 1 quarter. The position peaked at $342K in Q4 2019. 651 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

  • Strategic Wealth Partners Group reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 26,694 Schwab US Broad Market ETF shares in Q1 2020, an estimated $342K.
  • Strategic Wealth Partners Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 1 quarter.
  • Strategic Wealth Partners Group's Schwab US Broad Market ETF position peaked at $342K in Q4 2019.
  • 651 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2020, filed 14 May 2020.