Gupta Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Gupta Wealth Management’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
2016 Q1	$1.19M	Buy	144,912 +107,478	+287%	+$835K	0.28%	82
2015 Q4	$306K	Hold	37,434	–	–	0.08%	190
2015 Q3	$289K	Buy	37,434 +8,946	+31%	+$73.5K	0.07%	190
2015 Q2	$238K	Buy	28,488 +24,438	+603%	+$209K	0.06%	232
2015 Q1	$34K	Buy	+4,050	New	+$33.9K	0.01%	471

Other funds holding SCHB

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gupta Wealth Management's SCHB Position: Q1 2016 in Review

Gupta Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 287% in Q1 2016, buying an estimated $835K and bringing the position to 144,912 shares worth $1.19M. The position accounts for 0.28% of the portfolio, ranked #82.

Gupta Wealth Management first reported a position in SCHB in Q1 2015 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold SCHB as of Q1 2016.

Gupta Wealth Management held 144,912 shares of Schwab US Broad Market ETF worth $1.19M as of Q1 2016.
Gupta Wealth Management bought 107,478 Schwab US Broad Market ETF shares in Q1 2016, an estimated $835K.
Schwab US Broad Market ETF made up 0.28% of Gupta Wealth Management's portfolio in Q1 2016, its #82 holding.
Gupta Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2015 and has held it in 5 quarters since.
241 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.