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Capital One Investing’s Schwab US Broad Market ETF SCHB Stock Holding History

Capital One Investing’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
Q3 		$216K Sell
18,300
-9,540
-34% -$113K 0.05% 190
2019
Q2 		$327K Buy
+27,840
New +$321K 0.08% 135

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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 $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Capital One Investing's SCHB Position: Q3 2019 in Review

Capital One Investing reduced its Schwab US Broad Market ETF (SCHB) stake by 34% in Q3 2019, selling an estimated $113K and leaving 18,300 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #190.

Capital One Investing first reported a position in SCHB in Q2 2019 and has held it in 2 quarters since. The position peaked at $327K in Q2 2019. 590 funds tracked by Wall St. Rank hold SCHB as of Q3 2019.

  • Capital One Investing held 18,300 shares of Schwab US Broad Market ETF worth $216K as of Q3 2019.
  • Capital One Investing sold 9,540 Schwab US Broad Market ETF shares in Q3 2019, an estimated $113K.
  • Schwab US Broad Market ETF made up 0.05% of Capital One Investing's portfolio in Q3 2019, its #190 holding.
  • Capital One Investing first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 2 quarters since.
  • Capital One Investing's Schwab US Broad Market ETF position peaked at $327K in Q2 2019.
  • 590 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.