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Founders Capital Management (Texas)’s Schwab US Broad Market ETF SCHB Stock Holding History

Founders Capital Management (Texas)’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
2019
Q3 		– Sell
-1,200
Closed -$14K – 329
2019
Q2 		$14K Buy
+1,200
New +$13.9K 0.01% 226
2019
Q1 		– Sell
-138
Closed -$1K – 340
2018
Q4 		$1K Buy
+138
New +$1.49K ﹤0.01% 333

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HP
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
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Founders Capital Management (Texas)'s SCHB Position: Q3 2019 in Review

Founders Capital Management (Texas) sold out of Schwab US Broad Market ETF (SCHB) in Q3 2019, closing a stake of 1,200 shares — an estimated $14K sold.

Founders Capital Management (Texas) first reported a position in SCHB in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2019. 590 funds tracked by Wall St. Rank hold SCHB as of Q3 2019.

  • Founders Capital Management (Texas) reported no remaining Schwab US Broad Market ETF position as of Q3 2019 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 1,200 Schwab US Broad Market ETF shares in Q3 2019, an estimated $14K.
  • Founders Capital Management (Texas) first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 2 quarters.
  • Founders Capital Management (Texas)'s Schwab US Broad Market ETF position peaked at $14K in Q2 2019.
  • 590 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2019.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2019, filed 10 Oct 2019.