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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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Milliman Financial Risk Management
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SG
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
EA
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.