EMA
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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
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 $330M AUM 18.08% 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 $528B AUM 27.57% 1-Year Est. Return