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

Guidant Wealth 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
2019
Q3 		$147K Buy
12,402
+54
+0.4% +$638 0.05% 120
2019
Q2 		$145K Hold
12,348
– – 0.06% 122
2019
Q1 		$140K Buy
+12,348
New +$135K 0.05% 124

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Guidant Wealth Advisors's SCHB Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.44% in Q3 2019, buying an estimated $638 and bringing the position to 12,402 shares worth $147K. The position accounts for 0.05% of the portfolio, ranked #120.

Guidant Wealth Advisors first reported a position in SCHB in Q1 2019 and has held it in 3 quarters since. 589 funds tracked by Wall St. Rank hold SCHB as of Q3 2019.

  • Guidant Wealth Advisors held 12,402 shares of Schwab US Broad Market ETF worth $147K as of Q3 2019.
  • Guidant Wealth Advisors bought 54 Schwab US Broad Market ETF shares in Q3 2019, an estimated $638.
  • Schwab US Broad Market ETF made up 0.05% of Guidant Wealth Advisors's portfolio in Q3 2019, its #120 holding.
  • Guidant Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 3 quarters since.
  • 589 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.