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

Voya Financial Advisors’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
Q2 		– Sell
-31,632
Closed -$507K – 533
2021
Q1 		$507K Buy
+31,632
New +$499K 0.02% 425

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MFRM
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EK
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HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Voya Financial Advisors's SCHB Position: Q2 2021 in Review

Voya Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2021, closing a stake of 31,632 shares — an estimated $507K sold.

Voya Financial Advisors first reported a position in SCHB in Q1 2021 and held it in 1 quarter. The position peaked at $507K in Q1 2021. 776 funds tracked by Wall St. Rank hold SCHB as of Q2 2021.

  • Voya Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 31,632 Schwab US Broad Market ETF shares in Q2 2021, an estimated $507K.
  • Voya Financial Advisors first reported a position in Schwab US Broad Market ETF in Q1 2021 and held it in 1 quarter.
  • Voya Financial Advisors's Schwab US Broad Market ETF position peaked at $507K in Q1 2021.
  • 776 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.