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

Clarfeld 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	$78K	Buy	+7,830	New	+$84.7K	0.06%	79

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Clarfeld Financial Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q4 2018: 7,830 shares worth $78K. The stake represents 0.06% of the portfolio and ranks #79 among its holdings.

538 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

Clarfeld Financial Advisors held 7,830 shares of Schwab US Broad Market ETF worth $78K as of Q4 2018.
Schwab US Broad Market ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Schwab US Broad Market ETF made up 0.06% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #79 holding.
538 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.