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FutureAdvisor’s Schwab US Broad Market ETF SCHB Stock Holding History

FutureAdvisor’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
2015
Q3 		$9.05M Buy
1,170,774
+247,260
+27% +$2.03M 1.47% 24
2015
Q2 		$7.79M Buy
923,514
+206,808
+29% +$1.77M 1.37% 24
2015
Q1 		$6.02M Buy
716,706
+553,566
+339% +$4.63M 1.43% 23
2014
Q4 		$1.35M Buy
+163,140
New +$1.32M 0.46% 29

Other funds holding SCHB

W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

FutureAdvisor's SCHB Position: Q3 2015 in Review

FutureAdvisor increased its Schwab US Broad Market ETF (SCHB) stake by 27% in Q3 2015, buying an estimated $2.03M and bringing the position to 1,170,774 shares worth $9.05M. The position accounts for 1.47% of the portfolio, ranked #24.

FutureAdvisor first reported a position in SCHB in Q4 2014 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold SCHB as of Q3 2015.

  • FutureAdvisor held 1,170,774 shares of Schwab US Broad Market ETF worth $9.05M as of Q3 2015.
  • FutureAdvisor bought 247,260 Schwab US Broad Market ETF shares in Q3 2015, an estimated $2.03M.
  • Schwab US Broad Market ETF made up 1.47% of FutureAdvisor's portfolio in Q3 2015, its #24 holding.
  • FutureAdvisor first reported a position in Schwab US Broad Market ETF in Q4 2014 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.