Clifford Swan Investment Counsel’s Schwab US Broad Market ETF SCHB Stock Holding History

Clifford Swan Investment Counsel’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	–	Sell	-24,852	Closed	-$292K	–	313
2018 Q3	$292K	Buy	24,852 +552	+2%	+$6.36K	0.02%	263
2018 Q2	$267K	Sell	24,300 -300	-1%	-$3.28K	0.01%	266
2018 Q1	$262K	Sell	24,600 -498	-2%	-$5.47K	0.01%	270
2017 Q4	$270K	Buy	+25,098	New	+$263K	0.01%	265

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 $52.8B AUM 15.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 51.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RPGK

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

Clifford Swan Investment Counsel's SCHB Position: Q4 2018 in Review

Clifford Swan Investment Counsel sold out of Schwab US Broad Market ETF (SCHB) in Q4 2018, closing a stake of 24,852 shares — an estimated $292K sold.

Clifford Swan Investment Counsel first reported a position in SCHB in Q4 2017 and held it in 4 quarters. The position peaked at $292K in Q3 2018. 538 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

Clifford Swan Investment Counsel reported no remaining Schwab US Broad Market ETF position as of Q4 2018 after selling out during the quarter.
Clifford Swan Investment Counsel sold 24,852 Schwab US Broad Market ETF shares in Q4 2018, an estimated $292K.
Clifford Swan Investment Counsel first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 4 quarters.
Clifford Swan Investment Counsel's Schwab US Broad Market ETF position peaked at $292K in Q3 2018.
538 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2018, filed 13 Feb 2019.