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Crosspoint Capital Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

Crosspoint Capital Strategies’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 		– Sell
-330
Closed -$3K – 681
2015
Q4 		$3K Sell
330
-570
-63% -$4.7K ﹤0.01% 885
2015
Q3 		$7K Hold
900
– – 0.01% 460
2015
Q2 		$8K Hold
900
– – ﹤0.01% 553
2015
Q1 		$8K Sell
900
-306
-25% -$2.56K ﹤0.01% 402
2014
Q4 		$10K Buy
1,206
+6
+0.5% +$49 ﹤0.01% 528
2014
Q3 		$10K Buy
+1,200
New +$9.59K 0.01% 375

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

Crosspoint Capital Strategies's SCHB Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Schwab US Broad Market ETF (SCHB) in Q1 2016, closing a stake of 330 shares — an estimated $3K sold.

Crosspoint Capital Strategies first reported a position in SCHB in Q3 2014 and held it in 6 quarters. The position peaked at $10K in Q4 2014. 240 funds tracked by Wall St. Rank hold SCHB as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Schwab US Broad Market ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 330 Schwab US Broad Market ETF shares in Q1 2016, an estimated $3K.
  • Crosspoint Capital Strategies first reported a position in Schwab US Broad Market ETF in Q3 2014 and held it in 6 quarters.
  • Crosspoint Capital Strategies's Schwab US Broad Market ETF position peaked at $10K in Q4 2014.
  • 240 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.