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Weaver Consulting Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-192
Closed -$3K – 744
2020
Q3 		$3K Hold
192
– – ﹤0.01% 787
2020
Q2 		$2K Buy
+192
New +$2.21K ﹤0.01% 814

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MFRM
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SG
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
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Weaver Consulting Group's SCHB Position: Q4 2020 in Review

Weaver Consulting Group sold out of Schwab US Broad Market ETF (SCHB) in Q4 2020, closing a stake of 192 shares — an estimated $3K sold.

Weaver Consulting Group first reported a position in SCHB in Q2 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 733 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

  • Weaver Consulting Group reported no remaining Schwab US Broad Market ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 192 Schwab US Broad Market ETF shares in Q4 2020, an estimated $3K.
  • Weaver Consulting Group first reported a position in Schwab US Broad Market ETF in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's Schwab US Broad Market ETF position peaked at $3K in Q3 2020.
  • 733 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.