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

SVA Wealth Management’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 Q4	$510K	Sell	33,660 -396	-1%	-$5.64K	0.04%	164
2020 Q3	$452K	Sell	34,056 -26,232	-44%	-$345K	0.04%	158
2020 Q2	$738K	Sell	60,288 -2,160	-3%	-$24.9K	0.08%	129
2020 Q1	$629K	Sell	62,448 -30,024	-32%	-$363K	0.07%	130
2019 Q4	$1.19M	Sell	92,472 -6,324	-6%	-$77.6K	0.11%	117
2019 Q3	$1.17M	Buy	98,796 +5,370	+6%	+$63.5K	0.11%	114
2019 Q2	$1.1M	Buy	93,426 +114	+0.1%	+$1.32K	0.11%	122
2019 Q1	$1.06M	Buy	93,312 +9,564	+11%	+$104K	0.1%	123
2018 Q4	$836K	Buy	83,748 +36,318	+77%	+$393K	0.09%	124
2018 Q3	$556K	Buy	47,430 +126	+0.3%	+$1.45K	0.06%	153
2018 Q2	$520K	Sell	47,304 -2,040	-4%	-$22.3K	0.06%	151
2018 Q1	$501K	Sell	49,344 -3,726	-7%	-$40.9K	0.06%	143
2017 Q4	$571K	Buy	53,070 +3,726	+8%	+$39.1K	0.07%	141
2017 Q3	$501K	Buy	49,344 +21,000	+74%	+$208K	0.06%	143
2017 Q2	$276K	Buy	28,344 +2,028	+8%	+$19.6K	0.04%	176
2017 Q1	$250K	Sell	26,316 -44,676	-63%	-$419K	0.03%	176
2016 Q4	$641K	Buy	70,992 +3,492	+5%	+$30.8K	0.1%	128
2016 Q3	$589K	Sell	67,500 -9,096	-12%	-$79K	0.09%	132
2016 Q2	$642K	Buy	76,596 +20,172	+36%	+$167K	0.1%	125
2016 Q1	$463K	Buy	56,424 +4,632	+9%	+$36K	0.08%	145
2015 Q4	$423K	Buy	+51,792	New	+$427K	0.07%	163
2015 Q2	–	Sell	-764,406	Closed	-$6.43M	–	209
2015 Q1	$6.43M	Buy	764,406 +17,766	+2%	+$149K	1.17%	21
2014 Q4	$6.2M	Buy	746,640 +43,590	+6%	+$353K	2.25%	13
2014 Q3	$5.57M	Buy	703,050 +16,008	+2%	+$128K	2.37%	12
2014 Q2	$5.46M	Buy	+687,042	New	+$5.3M	2.34%	13

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MFRM

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Evergreen Advisors Chattanooga, Tennessee $469M AUM

SVA Wealth Management's SCHB Position: Q4 2020 in Review

SVA Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.2% in Q4 2020, selling an estimated $5.64K and leaving 33,660 shares worth $510K. The position accounts for 0.04% of the portfolio, ranked #164.

SVA Wealth Management first reported a position in SCHB in Q2 2014 and has held it in 25 quarters since. The position peaked at $6.43M in Q1 2015. 734 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

SVA Wealth Management held 33,660 shares of Schwab US Broad Market ETF worth $510K as of Q4 2020.
SVA Wealth Management sold 396 Schwab US Broad Market ETF shares in Q4 2020, an estimated $5.64K.
Schwab US Broad Market ETF made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #164 holding.
SVA Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2014 and has held it in 25 quarters since.
SVA Wealth Management's Schwab US Broad Market ETF position peaked at $6.43M in Q1 2015.
734 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.