Alaska Permanent Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Alaska Permanent Capital 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
2019 Q2	–	Sell	-82,896	Closed	-$940K	–	72
2019 Q1	$940K	Buy	+82,896	New	+$905K	0.15%	24
2014 Q4	–	Sell	-330,096	Closed	-$2.62M	–	27
2014 Q3	$2.62M	Buy	330,096 +31,272	+10%	+$250K	0.62%	17
2014 Q2	$2.38M	Buy	298,824 +9,756	+3%	+$75.2K	0.55%	18
2014 Q1	$2.2M	Sell	289,068 -3,126	-1%	-$23.4K	0.53%	18
2013 Q4	$2.19M	Sell	292,194 -12,132	-4%	-$87.2K	0.55%	18
2013 Q3	$2.08M	Buy	304,326 +5,082	+2%	+$34.5K	0.55%	17
2013 Q2	$1.94M	Buy	+299,244	New	+$1.94M	0.51%	16

Other funds holding SCHB

MFRM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alaska Permanent Capital Management's SCHB Position: Q2 2019 in Review

Alaska Permanent Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2019, closing a stake of 82,896 shares — an estimated $940K sold.

Alaska Permanent Capital Management first reported a position in SCHB in Q2 2013 and held it in 7 quarters. The position peaked at $2.62M in Q3 2014. 582 funds tracked by Wall St. Rank hold SCHB as of Q2 2019.

Alaska Permanent Capital Management reported no remaining Schwab US Broad Market ETF position as of Q2 2019 after selling out during the quarter.
Alaska Permanent Capital Management sold 82,896 Schwab US Broad Market ETF shares in Q2 2019, an estimated $940K.
Alaska Permanent Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2013 and held it in 7 quarters.
Alaska Permanent Capital Management's Schwab US Broad Market ETF position peaked at $2.62M in Q3 2014.
582 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2019.

Based on Alaska Permanent Capital Management's 13F filing for Q2 2019, filed 16 Aug 2019.