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Girard Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-32,202
Closed -$377K – 705
2018
Q3 		$377K Sell
32,202
-2,106
-6% -$24.3K 0.07% 173
2018
Q2 		$377K Buy
34,308
+150
+0.4% +$1.64K 0.07% 195
2018
Q1 		$363K Buy
34,158
+144
+0.4% +$1.58K 0.08% 175
2017
Q4 		$366K Sell
34,014
-702
-2% -$7.36K 0.07% 197
2017
Q3 		$352K Hold
34,716
– – 0.07% 190
2017
Q2 		$338K Hold
34,716
– – 0.07% 192
2017
Q1 		$330K Buy
+34,716
New +$326K 0.08% 178

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Girard Partners's SCHB Position: Q4 2018 in Review

Girard Partners sold out of Schwab US Broad Market ETF (SCHB) in Q4 2018, closing a stake of 32,202 shares — an estimated $377K sold.

Girard Partners first reported a position in SCHB in Q1 2017 and held it in 7 quarters. The position peaked at $377K in Q3 2018. 538 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

  • Girard Partners reported no remaining Schwab US Broad Market ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 32,202 Schwab US Broad Market ETF shares in Q4 2018, an estimated $377K.
  • Girard Partners first reported a position in Schwab US Broad Market ETF in Q1 2017 and held it in 7 quarters.
  • Girard Partners's Schwab US Broad Market ETF position peaked at $377K in Q3 2018.
  • 538 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.