First Business Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

First Business Financial 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 Q1	–	Sell	-538,938	Closed	-$6.91M	–	127
2019 Q4	$6.91M	Buy	+538,938	New	+$6.61M	1.09%	12
2019 Q3	–	Sell	-543,366	Closed	-$6.39M	–	121
2019 Q2	$6.39M	Sell	543,366 -24,492	-4%	-$283K	1.11%	11
2019 Q1	$6.44M	Sell	567,858 -337,476	-37%	-$3.69M	1.15%	11
2018 Q4	$9.04M	Buy	+905,334	New	+$9.79M	1.54%	14
2017 Q1	–	Sell	-184,242	Closed	-$1.66M	–	81
2016 Q4	$1.66M	Buy	+184,242	New	+$1.62M	0.39%	15

Other funds holding SCHB

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

Betterment LLC New York $52.8B AUM 15.34% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

RPGK

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

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

First Business Financial Services's SCHB Position: Q1 2020 in Review

First Business Financial Services sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 538,938 shares — an estimated $6.91M sold.

First Business Financial Services first reported a position in SCHB in Q4 2016 and held it in 5 quarters. The position peaked at $9.04M in Q4 2018. 651 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

First Business Financial Services reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
First Business Financial Services sold 538,938 Schwab US Broad Market ETF shares in Q1 2020, an estimated $6.91M.
First Business Financial Services first reported a position in Schwab US Broad Market ETF in Q4 2016 and held it in 5 quarters.
First Business Financial Services's Schwab US Broad Market ETF position peaked at $9.04M in Q4 2018.
651 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on First Business Financial Services's 13F filing for Q1 2020, filed 1 May 2020.