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AlphaMark Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

AlphaMark 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
2016
Q4 		– Sell
-444
Closed -$4K – 470
2016
Q3 		$4K Buy
+444
New +$3.85K ﹤0.01% 303

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 57.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AlphaMark Advisors's SCHB Position: Q4 2016 in Review

AlphaMark Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2016, closing a stake of 444 shares — an estimated $4K sold.

AlphaMark Advisors first reported a position in SCHB in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 310 funds tracked by Wall St. Rank hold SCHB as of Q4 2016.

  • AlphaMark Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2016 after selling out during the quarter.
  • AlphaMark Advisors sold 444 Schwab US Broad Market ETF shares in Q4 2016, an estimated $4K.
  • AlphaMark Advisors first reported a position in Schwab US Broad Market ETF in Q3 2016 and held it in 1 quarter.
  • AlphaMark Advisors's Schwab US Broad Market ETF position peaked at $4K in Q3 2016.
  • 310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2016.

Based on AlphaMark Advisors's 13F filing for Q4 2016, filed 26 Jan 2017.