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Calton & Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Calton & Associates’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
Q1 		– Sell
-96
Closed -$1K – 1100
2017
Q4 		$1K Buy
+96
New +$1.01K ﹤0.01% 1450

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W
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HP
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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Calton & Associates's SCHB Position: Q1 2018 in Review

Calton & Associates sold out of Schwab US Broad Market ETF (SCHB) in Q1 2018, closing a stake of 96 shares — an estimated $1K sold.

Calton & Associates first reported a position in SCHB in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 443 funds tracked by Wall St. Rank hold SCHB as of Q1 2018.

  • Calton & Associates reported no remaining Schwab US Broad Market ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 96 Schwab US Broad Market ETF shares in Q1 2018, an estimated $1K.
  • Calton & Associates first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Schwab US Broad Market ETF position peaked at $1K in Q4 2017.
  • 443 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.