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

Cleary Gull’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 		$0 Buy
+6
New +$50 ﹤0.01% 71

Other funds holding SCHB

W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
PA
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
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
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Cleary Gull's SCHB Position: Q1 2015 in Review

Cleary Gull opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2015: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #71 among its holdings.

198 funds tracked by Wall St. Rank hold SCHB as of Q1 2015.

  • Cleary Gull held 6 shares of Schwab US Broad Market ETF worth $0 as of Q1 2015.
  • Schwab US Broad Market ETF was a new Cleary Gull position in Q1 2015.
  • Schwab US Broad Market ETF made up ﹤0.01% of Cleary Gull's portfolio in Q1 2015, its #71 holding.
  • 198 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.