Synovus Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Synovus Financial’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 Q3	–	Sell	-330	Closed	-$4K	–	1308
2020 Q2	$4K	Sell	330 -2,700	-89%	-$31.1K	﹤0.01%	1360
2020 Q1	$30K	Buy	3,030 +2,700	+818%	+$32.7K	﹤0.01%	1251
2019 Q4	$4K	Hold	330	–	–	﹤0.01%	1349
2019 Q3	$4K	Sell	330 -90	-21%	-$1.06K	﹤0.01%	1326
2019 Q2	$5K	Hold	420	–	–	﹤0.01%	1227
2019 Q1	$5K	Sell	420 -240	-36%	-$2.62K	﹤0.01%	1223
2018 Q4	$7K	Hold	660	–	–	﹤0.01%	1152
2018 Q3	$8K	Hold	660	–	–	﹤0.01%	1169
2018 Q2	$7K	Hold	660	–	–	﹤0.01%	1110
2018 Q1	$7K	Buy	+660	New	+$7.25K	﹤0.01%	1081
2017 Q3	–	Sell	-3,900	Closed	-$38K	–	711
2017 Q2	$38K	Buy	3,900 +2,700	+225%	+$26.1K	﹤0.01%	675
2017 Q1	$11K	Hold	1,200	–	–	﹤0.01%	940
2016 Q4	$11K	Buy	+1,200	New	+$10.6K	﹤0.01%	912
2015 Q2	–	Sell	-900	Closed	-$8K	–	1022
2015 Q1	$8K	Hold	900	–	–	﹤0.01%	901
2014 Q4	$7K	Buy	+900	New	+$7.29K	﹤0.01%	914

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return