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

BHK Investment 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
2019 Q4	–	Sell	-173,226	Closed	-$2.05M	–	71
2019 Q3	$2.05M	Hold	173,226	–	–	1.18%	18
2019 Q2	$2.04M	Buy	173,226 +23,766	+16%	+$274K	1.16%	20
2019 Q1	$1.7M	Buy	149,460 +89,658	+150%	+$979K	1.03%	21
2018 Q4	$597K	Buy	59,802 +6,144	+11%	+$66.4K	0.45%	30
2018 Q3	$629K	Buy	53,658 +23,970	+81%	+$276K	0.42%	32
2018 Q2	$327K	Buy	+29,688	New	+$325K	0.23%	49

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM

BHK Investment Advisors's SCHB Position: Q4 2019 in Review

BHK Investment Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2019, closing a stake of 173,226 shares — an estimated $2.05M sold.

BHK Investment Advisors first reported a position in SCHB in Q2 2018 and held it in 6 quarters. The position peaked at $2.05M in Q3 2019. 682 funds tracked by Wall St. Rank hold SCHB as of Q4 2019.

BHK Investment Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2019 after selling out during the quarter.
BHK Investment Advisors sold 173,226 Schwab US Broad Market ETF shares in Q4 2019, an estimated $2.05M.
BHK Investment Advisors first reported a position in Schwab US Broad Market ETF in Q2 2018 and held it in 6 quarters.
BHK Investment Advisors's Schwab US Broad Market ETF position peaked at $2.05M in Q3 2019.
682 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.