Chartist Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Chartist Inc’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
2015 Q1	–	Sell	-37,188	Closed	-$309K	–	54
2014 Q4	$309K	Buy	+37,188	New	+$301K	0.14%	44
2014 Q3	–	Sell	-37,428	Closed	-$298K	–	56
2014 Q2	$298K	Buy	+37,428	New	+$289K	0.15%	45
2014 Q1	–	Sell	-37,788	Closed	-$282K	–	52
2013 Q4	$282K	Buy	+37,788	New	+$272K	0.15%	43
2013 Q3	–	Sell	-37,788	Closed	-$247K	–	51
2013 Q2	$247K	Buy	+37,788	New	+$245K	0.14%	42

Other funds holding SCHB

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Chartist Inc's SCHB Position: Q1 2015 in Review

Chartist Inc sold out of Schwab US Broad Market ETF (SCHB) in Q1 2015, closing a stake of 37,188 shares — an estimated $309K sold.

Chartist Inc first reported a position in SCHB in Q2 2013 and held it in 4 quarters. The position peaked at $309K in Q4 2014. 198 funds tracked by Wall St. Rank hold SCHB as of Q1 2015.

Chartist Inc reported no remaining Schwab US Broad Market ETF position as of Q1 2015 after selling out during the quarter.
Chartist Inc sold 37,188 Schwab US Broad Market ETF shares in Q1 2015, an estimated $309K.
Chartist Inc first reported a position in Schwab US Broad Market ETF in Q2 2013 and held it in 4 quarters.
Chartist Inc's Schwab US Broad Market ETF position peaked at $309K in Q4 2014.
198 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2015.

Based on Chartist Inc's 13F filing for Q1 2015, filed 28 Apr 2015.