ZB
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Zions Bancorporation’s Schwab US Broad Market ETF SCHB Stock Holding History

Zions Bancorporation’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
-594
Closed -$7K – 1052
2020
Q2 		$7K Hold
594
– – ﹤0.01% 700
2020
Q1 		$6K Buy
+594
New +$7.19K ﹤0.01% 679
2016
Q2 		– Sell
-3,276
Closed -$27K – 918
2016
Q1 		$27K Buy
+3,276
New +$25.5K ﹤0.01% 329

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Zions Bancorporation's SCHB Position: Q3 2020 in Review

Zions Bancorporation sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 594 shares — an estimated $7K sold.

Zions Bancorporation first reported a position in SCHB in Q1 2016 and held it in 3 quarters. The position peaked at $27K in Q1 2016. 670 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • Zions Bancorporation reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
  • Zions Bancorporation sold 594 Schwab US Broad Market ETF shares in Q3 2020, an estimated $7K.
  • Zions Bancorporation first reported a position in Schwab US Broad Market ETF in Q1 2016 and held it in 3 quarters.
  • Zions Bancorporation's Schwab US Broad Market ETF position peaked at $27K in Q1 2016.
  • 670 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Zions Bancorporation's 13F filing for Q3 2020, filed 13 Nov 2020.