First Allied Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

First Allied 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
2020 Q3	$256K	Buy	19,260 +756	+4%	+$9.94K	0.01%	966
2020 Q2	$227K	Buy	+18,504	New	+$213K	0.01%	943
2019 Q4	–	Sell	-360	Closed	-$4K	–	1542
2019 Q3	$4K	Buy	+360	New	+$4.25K	﹤0.01%	1588
2018 Q1	–	Sell	-7,944	Closed	-$85K	–	1442
2017 Q4	$85K	Buy	+7,944	New	+$83.3K	﹤0.01%	1227

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

MFRM

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

First Allied Advisory Services's SCHB Position: Q3 2020 in Review

First Allied Advisory Services increased its Schwab US Broad Market ETF (SCHB) stake by 4.1% in Q3 2020, buying an estimated $9.94K and bringing the position to 19,260 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #966.

First Allied Advisory Services first reported a position in SCHB in Q4 2017 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

First Allied Advisory Services held 19,260 shares of Schwab US Broad Market ETF worth $256K as of Q3 2020.
First Allied Advisory Services bought 756 Schwab US Broad Market ETF shares in Q3 2020, an estimated $9.94K.
Schwab US Broad Market ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #966 holding.
First Allied Advisory Services first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 4 quarters since.
669 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.