EA
SCHB icon

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

Efficient 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
Q3 		– Sell
-11,844
Closed -$130K – 49
2018
Q2 		$130K Sell
11,844
-1,008
-8% -$11K 0.02% 47
2018
Q1 		$137K Buy
+12,852
New +$141K 0.02% 47

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 $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $786B AUM 40.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Efficient Advisors's SCHB Position: Q3 2018 in Review

Efficient Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2018, closing a stake of 11,844 shares — an estimated $130K sold.

Efficient Advisors first reported a position in SCHB in Q1 2018 and held it in 2 quarters. The position peaked at $137K in Q1 2018. 475 funds tracked by Wall St. Rank hold SCHB as of Q3 2018.

  • Efficient Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2018 after selling out during the quarter.
  • Efficient Advisors sold 11,844 Schwab US Broad Market ETF shares in Q3 2018, an estimated $130K.
  • Efficient Advisors first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 2 quarters.
  • Efficient Advisors's Schwab US Broad Market ETF position peaked at $137K in Q1 2018.
  • 475 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2018.

Based on Efficient Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.