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1st Global Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

1st Global 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
2017
Q2 		$285K Hold
29,262
– – 0.03% 379
2017
Q1 		$278K Buy
+29,262
New +$275K 0.03% 398

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

1st Global Advisors's SCHB Position: Q2 2017 in Review

1st Global Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2017 at 29,262 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #379.

1st Global Advisors first reported a position in SCHB in Q1 2017 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold SCHB as of Q2 2017.

  • 1st Global Advisors held 29,262 shares of Schwab US Broad Market ETF worth $285K as of Q2 2017.
  • 1st Global Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2017.
  • Schwab US Broad Market ETF made up 0.03% of 1st Global Advisors's portfolio in Q2 2017, its #379 holding.
  • 1st Global Advisors first reported a position in Schwab US Broad Market ETF in Q1 2017 and has held it in 2 quarters since.
  • 336 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.