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

Efficient Market 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	-666	Closed	-$5K	–	133
2015 Q4	$5K	Sell	666 -90	-12%	-$742	﹤0.01%	152
2015 Q3	$6K	Hold	756	–	–	﹤0.01%	132
2015 Q2	$6K	Hold	756	–	–	﹤0.01%	126
2015 Q1	$6K	Buy	756 +36	+5%	+$301	﹤0.01%	127
2014 Q4	$6K	Buy	720 +54	+8%	+$437	﹤0.01%	125
2014 Q3	$5K	Buy	666 +186	+39%	+$1.49K	﹤0.01%	121
2014 Q2	$4K	Hold	480	–	–	﹤0.01%	116
2014 Q1	$4K	Sell	480 -6	-1%	-$45	﹤0.01%	118
2013 Q4	$4K	Buy	486 +474	+3,950%	+$3.41K	﹤0.01%	114
2013 Q3	$0	Buy	+12	New	+$82	﹤0.01%	133

Other funds holding SCHB

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Efficient Market Advisors's SCHB Position: Q1 2016 in Review

Efficient Market Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2016, closing a stake of 666 shares — an estimated $5K sold.

Efficient Market Advisors first reported a position in SCHB in Q3 2013 and held it in 10 quarters. The position peaked at $6K in Q3 2015. 241 funds tracked by Wall St. Rank hold SCHB as of Q1 2016.

Efficient Market Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2016 after selling out during the quarter.
Efficient Market Advisors sold 666 Schwab US Broad Market ETF shares in Q1 2016, an estimated $5K.
Efficient Market Advisors first reported a position in Schwab US Broad Market ETF in Q3 2013 and held it in 10 quarters.
Efficient Market Advisors's Schwab US Broad Market ETF position peaked at $6K in Q3 2015.
241 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.