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Alexandria Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Alexandria Capital’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
Q4 		– Sell
-10,008
Closed -$102K – 459
2017
Q3 		$102K Hold
10,008
– – 0.03% 181
2017
Q2 		$98K Buy
+10,008
New +$96.7K 0.02% 181

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W
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EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Alexandria Capital's SCHB Position: Q4 2017 in Review

Alexandria Capital sold out of Schwab US Broad Market ETF (SCHB) in Q4 2017, closing a stake of 10,008 shares — an estimated $102K sold.

Alexandria Capital first reported a position in SCHB in Q2 2017 and held it in 2 quarters. The position peaked at $102K in Q3 2017. 433 funds tracked by Wall St. Rank hold SCHB as of Q4 2017.

  • Alexandria Capital reported no remaining Schwab US Broad Market ETF position as of Q4 2017 after selling out during the quarter.
  • Alexandria Capital sold 10,008 Schwab US Broad Market ETF shares in Q4 2017, an estimated $102K.
  • Alexandria Capital first reported a position in Schwab US Broad Market ETF in Q2 2017 and held it in 2 quarters.
  • Alexandria Capital's Schwab US Broad Market ETF position peaked at $102K in Q3 2017.
  • 433 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.