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Balasa Dinverno & Foltz’s Schwab US Broad Market ETF SCHB Stock Holding History

Balasa Dinverno & Foltz’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
2014
Q1 		– Sell
-27,204
Closed -$204K – 164
2013
Q4 		$204K Buy
+27,204
New +$196K 0.03% 153

Other funds holding SCHB

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Balasa Dinverno & Foltz's SCHB Position: Q1 2014 in Review

Balasa Dinverno & Foltz sold out of Schwab US Broad Market ETF (SCHB) in Q1 2014, closing a stake of 27,204 shares — an estimated $204K sold.

Balasa Dinverno & Foltz first reported a position in SCHB in Q4 2013 and held it in 1 quarter. The position peaked at $204K in Q4 2013. 139 funds tracked by Wall St. Rank hold SCHB as of Q1 2014.

  • Balasa Dinverno & Foltz reported no remaining Schwab US Broad Market ETF position as of Q1 2014 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 27,204 Schwab US Broad Market ETF shares in Q1 2014, an estimated $204K.
  • Balasa Dinverno & Foltz first reported a position in Schwab US Broad Market ETF in Q4 2013 and held it in 1 quarter.
  • Balasa Dinverno & Foltz's Schwab US Broad Market ETF position peaked at $204K in Q4 2013.
  • 139 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2014.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2014, filed 24 Apr 2014.