FinTrust Investment Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

FinTrust Investment Advisory Services’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 Q1	$226K	Sell	21,228 -3,948	-16%	-$43.4K	0.21%	105
2017 Q4	$271K	Buy	25,176 +930	+4%	+$9.75K	0.24%	86
2017 Q3	$246K	Buy	+24,246	New	+$241K	0.24%	92

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

RPGK

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FinTrust Investment Advisory Services's SCHB Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Schwab US Broad Market ETF (SCHB) stake by 16% in Q1 2018, selling an estimated $43.4K and leaving 21,228 shares worth $226K. The position accounts for 0.21% of the portfolio, ranked #105.

FinTrust Investment Advisory Services first reported a position in SCHB in Q3 2017 and has held it in 3 quarters since. The position peaked at $271K in Q4 2017. 444 funds tracked by Wall St. Rank hold SCHB as of Q1 2018.

FinTrust Investment Advisory Services held 21,228 shares of Schwab US Broad Market ETF worth $226K as of Q1 2018.
FinTrust Investment Advisory Services sold 3,948 Schwab US Broad Market ETF shares in Q1 2018, an estimated $43.4K.
Schwab US Broad Market ETF made up 0.21% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #105 holding.
FinTrust Investment Advisory Services first reported a position in Schwab US Broad Market ETF in Q3 2017 and has held it in 3 quarters since.
FinTrust Investment Advisory Services's Schwab US Broad Market ETF position peaked at $271K in Q4 2017.
444 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.