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Benchmark Financial Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Benchmark Financial 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
2018
Q4 		– Sell
-77,664
Closed -$911K – 32
2018
Q3 		$911K Buy
+77,664
New +$895K 1.13% 9

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MFRM
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Betterment LLC
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Benchmark Financial Wealth Advisors's SCHB Position: Q4 2018 in Review

Benchmark Financial Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2018, closing a stake of 77,664 shares — an estimated $911K sold.

Benchmark Financial Wealth Advisors first reported a position in SCHB in Q3 2018 and held it in 1 quarter. The position peaked at $911K in Q3 2018. 537 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

  • Benchmark Financial Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2018 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 77,664 Schwab US Broad Market ETF shares in Q4 2018, an estimated $911K.
  • Benchmark Financial Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 1 quarter.
  • Benchmark Financial Wealth Advisors's Schwab US Broad Market ETF position peaked at $911K in Q3 2018.
  • 537 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.