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

Capital One National Association’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	$1.1M	Buy	+86,130	New	+$1.06M	0.15%	126

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

Capital One National Association's SCHB Position: Q4 2019 in Review

Capital One National Association opened a new position in Schwab US Broad Market ETF (SCHB) in Q4 2019: 86,130 shares worth $1.1M. The stake represents 0.15% of the portfolio and ranks #126 among its holdings.

682 funds tracked by Wall St. Rank hold SCHB as of Q4 2019.

Capital One National Association held 86,130 shares of Schwab US Broad Market ETF worth $1.1M as of Q4 2019.
Schwab US Broad Market ETF was a new Capital One National Association position in Q4 2019.
Schwab US Broad Market ETF made up 0.15% of Capital One National Association's portfolio in Q4 2019, its #126 holding.
682 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.