Voit & Company’s Schwab US Broad Market ETF SCHB Stock Holding History

Voit & Company’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	$2.73M	Sell	205,350 -6,342	-3%	-$83.4K	2.63%	14
2020 Q2	$2.59M	Sell	211,692 -3,576	-2%	-$41.2K	2.76%	14
2020 Q1	$2.17M	Sell	215,268 -26,226	-11%	-$317K	2.24%	19
2019 Q4	$3.09M	Buy	241,494 +43,200	+22%	+$530K	2.76%	17
2019 Q3	$2.35M	Buy	198,294 +8,142	+4%	+$96.2K	2.33%	19
2019 Q2	$2.23M	Sell	190,152 -1,380	-0.7%	-$15.9K	2.14%	22
2019 Q1	$2.17M	Sell	191,532 -29,424	-13%	-$321K	2.29%	19
2018 Q4	$2.21M	Buy	+220,956	New	+$2.39M	2.78%	13

Other funds holding SCHB

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

SCM

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

MFRM

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 $1.94B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

RPGK

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

Voit & Company's SCHB Position: Q3 2020 in Review

Voit & Company reduced its Schwab US Broad Market ETF (SCHB) stake by 3% in Q3 2020, selling an estimated $83.4K and leaving 205,350 shares worth $2.73M. The position accounts for 2.63% of the portfolio, ranked #14.

Voit & Company first reported a position in SCHB in Q4 2018 and has held it in 8 quarters since. The position peaked at $3.09M in Q4 2019. 670 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

Voit & Company held 205,350 shares of Schwab US Broad Market ETF worth $2.73M as of Q3 2020.
Voit & Company sold 6,342 Schwab US Broad Market ETF shares in Q3 2020, an estimated $83.4K.
Schwab US Broad Market ETF made up 2.63% of Voit & Company's portfolio in Q3 2020, its #14 holding.
Voit & Company first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 8 quarters since.
Voit & Company's Schwab US Broad Market ETF position peaked at $3.09M in Q4 2019.
670 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.