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TD Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

TD Capital 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
Q1 		– Sell
-1,614
Closed -$21K – 274
2019
Q4 		$21K Buy
1,614
+12
+0.7% +$147 ﹤0.01% 153
2019
Q3 		$19K Buy
1,602
+12
+0.8% +$142 ﹤0.01% 153
2019
Q2 		$19K Buy
+1,590
New +$18.4K ﹤0.01% 146

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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

TD Capital Management's SCHB Position: Q1 2020 in Review

TD Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 1,614 shares — an estimated $21K sold.

TD Capital Management first reported a position in SCHB in Q2 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 652 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

  • TD Capital Management reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
  • TD Capital Management sold 1,614 Schwab US Broad Market ETF shares in Q1 2020, an estimated $21K.
  • TD Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2019 and held it in 3 quarters.
  • TD Capital Management's Schwab US Broad Market ETF position peaked at $21K in Q4 2019.
  • 652 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on TD Capital Management's 13F filing for Q1 2020, filed 7 May 2020.