First Interstate Bank’s Schwab US Broad Market ETF SCHB Stock Holding History

First Interstate Bank’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 Q4	–	Sell	-1,200	Closed	-$10K	–	788
2016 Q3	$10K	Hold	1,200	–	–	﹤0.01%	567
2016 Q2	$10K	Hold	1,200	–	–	﹤0.01%	557
2016 Q1	$10K	Hold	1,200	–	–	﹤0.01%	561
2015 Q4	$10K	Buy	+1,200	New	+$9.9K	﹤0.01%	594

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

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

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

First Interstate Bank's SCHB Position: Q4 2016 in Review

First Interstate Bank sold out of Schwab US Broad Market ETF (SCHB) in Q4 2016, closing a stake of 1,200 shares — an estimated $10K sold.

First Interstate Bank first reported a position in SCHB in Q4 2015 and held it in 4 quarters. The position peaked at $10K in Q3 2016. 310 funds tracked by Wall St. Rank hold SCHB as of Q4 2016.

First Interstate Bank reported no remaining Schwab US Broad Market ETF position as of Q4 2016 after selling out during the quarter.
First Interstate Bank sold 1,200 Schwab US Broad Market ETF shares in Q4 2016, an estimated $10K.
First Interstate Bank first reported a position in Schwab US Broad Market ETF in Q4 2015 and held it in 4 quarters.
First Interstate Bank's Schwab US Broad Market ETF position peaked at $10K in Q3 2016.
310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2016.

Based on First Interstate Bank's 13F filing for Q4 2016, filed 31 Jan 2017.