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

Camarda Financial 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
-468
Closed -$5K – 220
2018
Q3 		$5K Buy
+468
New +$5.39K 0.01% 196
2015
Q1 		– Sell
-2,730
Closed -$23K – 281
2014
Q4 		$23K Buy
+2,730
New +$22.1K 0.01% 185

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

Camarda Financial Advisors's SCHB Position: Q4 2018 in Review

Camarda Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2018, closing a stake of 468 shares — an estimated $5K sold.

Camarda Financial Advisors first reported a position in SCHB in Q4 2014 and held it in 2 quarters. The position peaked at $23K in Q4 2014. 537 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

  • Camarda Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 468 Schwab US Broad Market ETF shares in Q4 2018, an estimated $5K.
  • Camarda Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2014 and held it in 2 quarters.
  • Camarda Financial Advisors's Schwab US Broad Market ETF position peaked at $23K in Q4 2014.
  • 537 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on Camarda Financial Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.