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Woodley Farra Manion Portfolio Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Woodley Farra Manion Portfolio Management’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 		– Sell
-1,314
Closed -$16K – 333
2020
Q2 		$16K Hold
1,314
– – ﹤0.01% 244
2020
Q1 		$13K Hold
1,314
– – ﹤0.01% 262
2019
Q4 		$17K Buy
+1,314
New +$16.1K ﹤0.01% 256

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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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $3.94B AUM 18.64% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's SCHB Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 1,314 shares — an estimated $16K sold.

Woodley Farra Manion Portfolio Management first reported a position in SCHB in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 670 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 1,314 Schwab US Broad Market ETF shares in Q3 2020, an estimated $16K.
  • Woodley Farra Manion Portfolio Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Schwab US Broad Market ETF position peaked at $17K in Q4 2019.
  • 670 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.