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Tiller Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Tiller Private Wealth’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
Q2 		– Sell
-258,090
Closed -$2.6M – 36
2020
Q1 		$2.6M Sell
258,090
-178,290
-41% -$2.16M 2.96% 8
2019
Q4 		$5.59M Sell
436,380
-40,560
-9% -$498K 4.53% 9
2019
Q3 		$5.64M Sell
476,940
-41,904
-8% -$495K 4.82% 9
2019
Q2 		$6.1M Sell
518,844
-24,714
-5% -$285K 5.13% 9
2019
Q1 		$6.17M Sell
543,558
-17,460
-3% -$191K 5.35% 9
2018
Q4 		$5.6M Buy
561,018
+5,010
+0.9% +$54.2K 4.92% 9
2018
Q3 		$6.52M Sell
556,008
-222
-0% -$2.56K 4.56% 11
2018
Q2 		$6.12M Buy
556,230
+47,238
+9% +$516K 4.27% 13
2018
Q1 		$5.41M Buy
508,992
+45,924
+10% +$505K 3.89% 12
2017
Q4 		$4.98M Sell
463,068
-12,060
-3% -$126K 3.78% 12
2017
Q3 		$4.82M Sell
475,128
-21,030
-4% -$209K 3.76% 13
2017
Q2 		$4.83M Buy
496,158
+480
+0.1% +$4.64K 3.8% 12
2017
Q1 		$4.71M Sell
495,678
-840
-0.2% -$7.88K 3.72% 13
2016
Q4 		$4.48M Sell
496,518
-16,626
-3% -$146K 3.51% 14
2016
Q3 		$4.47M Sell
513,144
-16,254
-3% -$141K 3.75% 13
2016
Q2 		$4.44M Sell
529,398
-39,630
-7% -$329K 3.71% 11
2016
Q1 		$4.67M Buy
569,028
+40,038
+8% +$311K 3.97% 11
2015
Q4 		$4.32M Buy
+528,990
New +$4.36M 4.12% 14

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Tiller Private Wealth's SCHB Position: Q2 2020 in Review

Tiller Private Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q2 2020, closing a stake of 258,090 shares — an estimated $2.6M sold.

Tiller Private Wealth first reported a position in SCHB in Q4 2015 and held it in 18 quarters. The position peaked at $6.52M in Q3 2018. 666 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

  • Tiller Private Wealth reported no remaining Schwab US Broad Market ETF position as of Q2 2020 after selling out during the quarter.
  • Tiller Private Wealth sold 258,090 Schwab US Broad Market ETF shares in Q2 2020, an estimated $2.6M.
  • Tiller Private Wealth first reported a position in Schwab US Broad Market ETF in Q4 2015 and held it in 18 quarters.
  • Tiller Private Wealth's Schwab US Broad Market ETF position peaked at $6.52M in Q3 2018.
  • 666 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Tiller Private Wealth's 13F filing for Q2 2020, filed 28 Jul 2020.