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

TimeScale 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
2021
Q1 		– Sell
-252
Closed -$4K – 536
2020
Q4 		$4K Hold
252
– – ﹤0.01% 357
2020
Q3 		$3K Hold
252
– – ﹤0.01% 390
2020
Q2 		$3K Buy
+252
New +$2.9K ﹤0.01% 378

Other funds holding SCHB

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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
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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

TimeScale Financial's SCHB Position: Q1 2021 in Review

TimeScale Financial sold out of Schwab US Broad Market ETF (SCHB) in Q1 2021, closing a stake of 252 shares — an estimated $4K sold.

TimeScale Financial first reported a position in SCHB in Q2 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 749 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

  • TimeScale Financial reported no remaining Schwab US Broad Market ETF position as of Q1 2021 after selling out during the quarter.
  • TimeScale Financial sold 252 Schwab US Broad Market ETF shares in Q1 2021, an estimated $4K.
  • TimeScale Financial first reported a position in Schwab US Broad Market ETF in Q2 2020 and held it in 3 quarters.
  • TimeScale Financial's Schwab US Broad Market ETF position peaked at $4K in Q4 2020.
  • 749 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

Based on TimeScale Financial's 13F filing for Q1 2021, filed 22 Apr 2021.