CWM
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Concert Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Concert Wealth Management’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
2017
Q3 		$1.68M Sell
165,468
-142,770
-46% -$1.42M 6.8% 3
2017
Q2 		$3M Buy
308,238
+62,982
+26% +$608K 2.91% 4
2017
Q1 		$2.21M Buy
245,256
+50,838
+26% +$477K 0.5% 41
2016
Q4 		$1.75M Buy
194,418
+53,412
+38% +$471K 0.39% 60
2016
Q3 		$1.23M Sell
141,006
-17,088
-11% -$148K 0.15% 174
2016
Q2 		$1.33M Buy
158,094
+88,038
+126% +$731K 0.18% 160
2016
Q1 		$574K Sell
70,056
-273,600
-80% -$2.13M 0.08% 323
2015
Q4 		$2.81M Sell
343,656
-106,602
-24% -$879K 0.38% 55
2015
Q3 		$3.48M Sell
450,258
-20,604
-4% -$169K 0.47% 38
2015
Q2 		$3.95M Buy
470,862
+106,614
+29% +$911K 0.51% 33
2015
Q1 		$0 Buy
364,248
+41,718
+13% +$349K ﹤0.01% 599
2014
Q4 		$2.68M Sell
322,530
-75,702
-19% -$613K 0.41% 46
2014
Q3 		$3.16M Buy
398,232
+85,308
+27% +$682K 0.43% 15
2014
Q2 		$2.46M Buy
+312,924
New +$2.41M 0.3% 32

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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return