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Ancora Family Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Ancora Family Wealth 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
Q3 		$302K Sell
34,686
-498
-1% -$4.32K 0.1% 165
2016
Q2 		$295K Buy
35,184
+1,698
+5% +$14.1K 0.11% 149
2016
Q1 		$275K Buy
+33,486
New +$260K 0.11% 152
2015
Q4 		– Sell
-27,492
Closed -$213K – 197
2015
Q3 		$213K Buy
+27,492
New +$226K 0.09% 178

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
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Family Wealth Advisors's SCHB Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 1.4% in Q3 2016, selling an estimated $4.32K and leaving 34,686 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #165.

Ancora Family Wealth Advisors first reported a position in SCHB in Q3 2015 and has held it in 4 quarters since. 270 funds tracked by Wall St. Rank hold SCHB as of Q3 2016.

  • Ancora Family Wealth Advisors held 34,686 shares of Schwab US Broad Market ETF worth $302K as of Q3 2016.
  • Ancora Family Wealth Advisors sold 498 Schwab US Broad Market ETF shares in Q3 2016, an estimated $4.32K.
  • Schwab US Broad Market ETF made up 0.1% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #165 holding.
  • Ancora Family Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2015 and has held it in 4 quarters since.
  • 270 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.