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

Geneva 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
2017
Q2 		$221K Buy
+22,704
New +$219K ﹤0.01% 663

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Geneva Advisors's SCHB Position: Q2 2017 in Review

Geneva Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2017: 22,704 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings.

336 funds tracked by Wall St. Rank hold SCHB as of Q2 2017.

  • Geneva Advisors held 22,704 shares of Schwab US Broad Market ETF worth $221K as of Q2 2017.
  • Schwab US Broad Market ETF was a new Geneva Advisors position in Q2 2017.
  • Schwab US Broad Market ETF made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #663 holding.
  • 336 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.