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

Delphi Private 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
2016
Q1 		– Sell
-600
Closed -$5K – 391
2015
Q4 		$5K Buy
+600
New +$4.95K 0.01% 207

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

Delphi Private Advisors's SCHB Position: Q1 2016 in Review

Delphi Private Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2016, closing a stake of 600 shares — an estimated $5K sold.

Delphi Private Advisors first reported a position in SCHB in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 240 funds tracked by Wall St. Rank hold SCHB as of Q1 2016.

  • Delphi Private Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 600 Schwab US Broad Market ETF shares in Q1 2016, an estimated $5K.
  • Delphi Private Advisors first reported a position in Schwab US Broad Market ETF in Q4 2015 and held it in 1 quarter.
  • Delphi Private Advisors's Schwab US Broad Market ETF position peaked at $5K in Q4 2015.
  • 240 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2016.

Based on Delphi Private Advisors's 13F filing for Q1 2016, filed 12 Aug 2016.