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CXI Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

CXI Advisors’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
2019
Q4 		$11K Buy
+852
New +$10.5K 0.02% 115

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

CXI Advisors's SCHB Position: Q4 2019 in Review

CXI Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q4 2019: 852 shares worth $11K. The stake represents 0.02% of the portfolio and ranks #115 among its holdings.

682 funds tracked by Wall St. Rank hold SCHB as of Q4 2019.

  • CXI Advisors held 852 shares of Schwab US Broad Market ETF worth $11K as of Q4 2019.
  • Schwab US Broad Market ETF was a new CXI Advisors position in Q4 2019.
  • Schwab US Broad Market ETF made up 0.02% of CXI Advisors's portfolio in Q4 2019, its #115 holding.
  • 682 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.