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Cascade Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Cascade Investment 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
2017
Q1 		– Sell
-3,150
Closed -$28.4K – 202
2016
Q4 		$28.4K Buy
+3,150
New +$27.8K 0.02% 127

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cascade Investment Advisors's SCHB Position: Q1 2017 in Review

Cascade Investment Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2017, closing a stake of 3,150 shares — an estimated $28.4K sold.

Cascade Investment Advisors first reported a position in SCHB in Q4 2016 and held it in 1 quarter. The position peaked at $28.4K in Q4 2016. 328 funds tracked by Wall St. Rank hold SCHB as of Q1 2017.

  • Cascade Investment Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2017 after selling out during the quarter.
  • Cascade Investment Advisors sold 3,150 Schwab US Broad Market ETF shares in Q1 2017, an estimated $28.4K.
  • Cascade Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2016 and held it in 1 quarter.
  • Cascade Investment Advisors's Schwab US Broad Market ETF position peaked at $28.4K in Q4 2016.
  • 328 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2017.

Based on Cascade Investment Advisors's 13F filing for Q1 2017, filed 1 May 2017.