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Stratford Consulting’s Schwab US Broad Market ETF SCHB Stock Holding History

Stratford Consulting’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 		$1K Buy
+144
New +$1.74K ﹤0.01% 84

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EK
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UBS Group
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HP
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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Stratford Consulting's SCHB Position: Q1 2020 in Review

Stratford Consulting opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2020: 144 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #84 among its holdings.

652 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

  • Stratford Consulting held 144 shares of Schwab US Broad Market ETF worth $1K as of Q1 2020.
  • Schwab US Broad Market ETF was a new Stratford Consulting position in Q1 2020.
  • Schwab US Broad Market ETF made up ﹤0.01% of Stratford Consulting's portfolio in Q1 2020, its #84 holding.
  • 652 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.