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

First Foundation 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
2014
Q4 		– Sell
-32,634
Closed -$259K – 261
2014
Q3 		$259K Buy
+32,634
New +$261K 0.03% 183

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W
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

First Foundation Advisors's SCHB Position: Q4 2014 in Review

First Foundation Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q4 2014, closing a stake of 32,634 shares — an estimated $259K sold.

First Foundation Advisors first reported a position in SCHB in Q3 2014 and held it in 1 quarter. The position peaked at $259K in Q3 2014. 182 funds tracked by Wall St. Rank hold SCHB as of Q4 2014.

  • First Foundation Advisors reported no remaining Schwab US Broad Market ETF position as of Q4 2014 after selling out during the quarter.
  • First Foundation Advisors sold 32,634 Schwab US Broad Market ETF shares in Q4 2014, an estimated $259K.
  • First Foundation Advisors first reported a position in Schwab US Broad Market ETF in Q3 2014 and held it in 1 quarter.
  • First Foundation Advisors's Schwab US Broad Market ETF position peaked at $259K in Q3 2014.
  • 182 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2014.

Based on First Foundation Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.