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

Edge 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
2018
Q2 		$1.43M Hold
129,786
– – 0.13% 137
2018
Q1 		$1.38M Buy
129,786
+936
+0.7% +$10.3K 0.13% 140
2017
Q4 		$1.39M Buy
128,850
+3,174
+3% +$33.3K 0.14% 134
2017
Q3 		$1.27M Buy
125,676
+516
+0.4% +$5.12K 0.14% 132
2017
Q2 		$1.22M Sell
125,160
-3,858
-3% -$37.3K 0.14% 140
2017
Q1 		$1.23M Buy
129,018
+522
+0.4% +$4.9K 0.15% 134
2016
Q4 		$1.16M Buy
+128,496
New +$1.13M 0.15% 135

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
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 $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Edge Advisors's SCHB Position: Q2 2018 in Review

Edge Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2018 at 129,786 shares worth $1.43M. The position accounts for 0.13% of the portfolio, ranked #137.

Edge Advisors first reported a position in SCHB in Q4 2016 and has held it in 7 quarters since. 461 funds tracked by Wall St. Rank hold SCHB as of Q2 2018.

  • Edge Advisors held 129,786 shares of Schwab US Broad Market ETF worth $1.43M as of Q2 2018.
  • Edge Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2018.
  • Schwab US Broad Market ETF made up 0.13% of Edge Advisors's portfolio in Q2 2018, its #137 holding.
  • Edge Advisors first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 7 quarters since.
  • 461 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.