AdvicePeriod’s Schwab US Broad Market ETF SCHB Stock Holding History

AdvicePeriod’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 Q2	–	Sell	-2,987,610	Closed	-$30.1M	–	81
2020 Q1	$30.1M	Buy	2,987,610 +120,522	+4%	+$1.46M	3.14%	7
2019 Q4	$36.7M	Buy	2,867,088 +52,236	+2%	+$641K	3.21%	7
2019 Q3	$33.3M	Buy	2,814,852 +11,148	+0.4%	+$132K	3.08%	7
2019 Q2	$33M	Buy	2,803,704 +211,956	+8%	+$2.45M	3.09%	8
2019 Q1	$29.4M	Buy	2,591,748 +293,634	+13%	+$3.21M	2.81%	10
2018 Q4	$23M	Buy	2,298,114 +1,148,190	+100%	+$12.4M	2.6%	11
2018 Q3	$13.5M	Buy	1,149,924 +1,076,910	+1,475%	+$12.4M	1.47%	16
2018 Q2	$803K	Buy	+73,014	New	+$798K	0.13%	51

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return