CGH
SCHB icon

Cleary Gull Holdings’s Schwab US Broad Market ETF SCHB Stock Holding History

Cleary Gull Holdings’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
2016
Q1 		$10K Hold
1,200
– – 0.01% 76
2015
Q4 		$10K Hold
1,200
– – 0.01% 76
2015
Q3 		$9K Buy
1,200
+1,194
+19,900% +$9.81K 0.01% 74
2015
Q2 		$0 Buy
+6
New +$51 ﹤0.01% 80

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 $299B AUM 28.69% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cleary Gull Holdings's SCHB Position: Q1 2016 in Review

Cleary Gull Holdings held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2016 at 1,200 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #76.

Cleary Gull Holdings first reported a position in SCHB in Q2 2015 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold SCHB as of Q1 2016.

  • Cleary Gull Holdings held 1,200 shares of Schwab US Broad Market ETF worth $10K as of Q1 2016.
  • Cleary Gull Holdings left its Schwab US Broad Market ETF share count unchanged in Q1 2016.
  • Schwab US Broad Market ETF made up 0.01% of Cleary Gull Holdings's portfolio in Q1 2016, its #76 holding.
  • Cleary Gull Holdings first reported a position in Schwab US Broad Market ETF in Q2 2015 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.