BIT
SCHB icon

BlackRock Institutional Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

BlackRock Institutional Trust’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
Q3 		– Sell
-37,800
Closed -$301K – 3925
2014
Q2 		$301K Sell
37,800
-116,400
-75% -$898K ﹤0.01% 3646
2014
Q1 		$1.18M Buy
+154,200
New +$1.15M ﹤0.01% 3363

Other funds holding SCHB

PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

BlackRock Institutional Trust's SCHB Position: Q3 2014 in Review

BlackRock Institutional Trust sold out of Schwab US Broad Market ETF (SCHB) in Q3 2014, closing a stake of 37,800 shares — an estimated $301K sold.

BlackRock Institutional Trust first reported a position in SCHB in Q1 2014 and held it in 2 quarters. The position peaked at $1.18M in Q1 2014. 157 funds tracked by Wall St. Rank hold SCHB as of Q3 2014.

  • BlackRock Institutional Trust reported no remaining Schwab US Broad Market ETF position as of Q3 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 37,800 Schwab US Broad Market ETF shares in Q3 2014, an estimated $301K.
  • BlackRock Institutional Trust first reported a position in Schwab US Broad Market ETF in Q1 2014 and held it in 2 quarters.
  • BlackRock Institutional Trust's Schwab US Broad Market ETF position peaked at $1.18M in Q1 2014.
  • 157 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2014.

Based on BlackRock Institutional Trust's 13F filing for Q3 2014, filed 29 Oct 2014.