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GFS Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

GFS Private Wealth’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
Q4 		$1.35M Buy
+125,502
New +$1.32M 0.46% 26

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

GFS Private Wealth's SCHB Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Schwab US Broad Market ETF (SCHB) in Q4 2017: 125,502 shares worth $1.35M. The stake represents 0.46% of the portfolio and ranks #26 among its holdings.

433 funds tracked by Wall St. Rank hold SCHB as of Q4 2017.

  • GFS Private Wealth held 125,502 shares of Schwab US Broad Market ETF worth $1.35M as of Q4 2017.
  • Schwab US Broad Market ETF was a new GFS Private Wealth position in Q4 2017.
  • Schwab US Broad Market ETF made up 0.46% of GFS Private Wealth's portfolio in Q4 2017, its #26 holding.
  • 433 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.