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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 $52B AUM 24.53% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HSA
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

Synovus Financial's SCHB Position: Q3 2020 in Review

Synovus Financial sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 330 shares — an estimated $4K sold.

Synovus Financial first reported a position in SCHB in Q4 2014 and held it in 15 quarters. The position peaked at $38K in Q2 2017. 670 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • Synovus Financial reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
  • Synovus Financial sold 330 Schwab US Broad Market ETF shares in Q3 2020, an estimated $4K.
  • Synovus Financial first reported a position in Schwab US Broad Market ETF in Q4 2014 and held it in 15 quarters.
  • Synovus Financial's Schwab US Broad Market ETF position peaked at $38K in Q2 2017.
  • 670 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.