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Frontier Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Frontier Investment Management’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
Q2 		$399K Sell
32,592
-1,344
-4% -$15.5K 0.02% 184
2020
Q1 		$342K Buy
33,936
+3,336
+11% +$40.4K 0.03% 176
2019
Q4 		$392K Sell
30,600
-4,266
-12% -$52.3K 0.02% 212
2019
Q3 		$413K Buy
34,866
+12,522
+56% +$148K 0.03% 170
2019
Q2 		$263K Buy
22,344
+636
+3% +$7.34K 0.02% 212
2019
Q1 		$246K Buy
21,708
+1,038
+5% +$11.3K 0.02% 226
2018
Q4 		$206K Sell
20,670
-38,454
-65% -$416K 0.02% 223
2018
Q3 		$694K Sell
59,124
-38,532
-39% -$444K 0.05% 154
2018
Q2 		$1.07M Buy
97,656
+69,684
+249% +$762K 0.08% 120
2018
Q1 		$297K Buy
+27,972
New +$307K 0.02% 176
2017
Q4 		– Sell
-21,486
Closed -$218K – 245
2017
Q3 		$218K Sell
21,486
-18,588
-46% -$184K 0.02% 203
2017
Q2 		$390K Buy
40,074
+858
+2% +$8.29K 0.04% 164
2017
Q1 		$373K Sell
39,216
-570
-1% -$5.35K 0.04% 139
2016
Q4 		$359K Buy
39,786
+432
+1% +$3.81K 0.03% 150
2016
Q3 		$3.43M Sell
39,354
-22,914
-37% -$199K 0.03% 150
2016
Q2 		$345K Buy
62,268
+18,708
+43% +$155K 0.04% 148
2016
Q1 		$358K Sell
43,560
-334,296
-88% -$2.6M 0.05% 132
2015
Q4 		$3.09M Buy
377,856
+102,768
+37% +$848K 0.48% 53
2015
Q3 		$2.11M Buy
275,088
+55,776
+25% +$458K 0.35% 66
2015
Q2 		$1.84M Sell
219,312
-270,426
-55% -$2.31M 0.21% 73
2015
Q1 		$4.14M Buy
+489,738
New +$4.1M 0.58% 44

Other funds holding SCHB

Wealthfront Advisers
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Frontier Investment Management's SCHB Position: Q2 2020 in Review

Frontier Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 4% in Q2 2020, selling an estimated $15.5K and leaving 32,592 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #184.

Frontier Investment Management first reported a position in SCHB in Q1 2015 and has held it in 21 quarters since. The position peaked at $4.14M in Q1 2015. 665 funds tracked by Wall St. Rank hold SCHB as of Q2 2020.

  • Frontier Investment Management held 32,592 shares of Schwab US Broad Market ETF worth $399K as of Q2 2020.
  • Frontier Investment Management sold 1,344 Schwab US Broad Market ETF shares in Q2 2020, an estimated $15.5K.
  • Schwab US Broad Market ETF made up 0.02% of Frontier Investment Management's portfolio in Q2 2020, its #184 holding.
  • Frontier Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2015 and has held it in 21 quarters since.
  • Frontier Investment Management's Schwab US Broad Market ETF position peaked at $4.14M in Q1 2015.
  • 665 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.