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Accurate Investment Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Accurate Investment Solutions’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
2016
Q1 		– Sell
-22,356
Closed -$183K – 408
2015
Q4 		$183K Buy
+22,356
New +$184K 0.17% 54

Other funds holding SCHB

MFRM
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W
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accurate Investment Solutions's SCHB Position: Q1 2016 in Review

Accurate Investment Solutions sold out of Schwab US Broad Market ETF (SCHB) in Q1 2016, closing a stake of 22,356 shares — an estimated $183K sold.

Accurate Investment Solutions first reported a position in SCHB in Q4 2015 and held it in 1 quarter. The position peaked at $183K in Q4 2015. 240 funds tracked by Wall St. Rank hold SCHB as of Q1 2016.

  • Accurate Investment Solutions reported no remaining Schwab US Broad Market ETF position as of Q1 2016 after selling out during the quarter.
  • Accurate Investment Solutions sold 22,356 Schwab US Broad Market ETF shares in Q1 2016, an estimated $183K.
  • Accurate Investment Solutions first reported a position in Schwab US Broad Market ETF in Q4 2015 and held it in 1 quarter.
  • Accurate Investment Solutions's Schwab US Broad Market ETF position peaked at $183K in Q4 2015.
  • 240 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2016.

Based on Accurate Investment Solutions's 13F filing for Q1 2016, filed 14 Apr 2016.