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Clearwater Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-912
Closed -$10K – 484
2018
Q1 		$10K Buy
+912
New +$10K ﹤0.01% 483

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $786B AUM 40.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Clearwater Capital Advisors's SCHB Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2018, closing a stake of 912 shares — an estimated $10K sold.

Clearwater Capital Advisors first reported a position in SCHB in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 461 funds tracked by Wall St. Rank hold SCHB as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 912 Schwab US Broad Market ETF shares in Q2 2018, an estimated $10K.
  • Clearwater Capital Advisors first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Schwab US Broad Market ETF position peaked at $10K in Q1 2018.
  • 461 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.