HA
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Hays Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

Hays Advisory’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
Q1 		– Sell
-95,088
Closed -$1.02M – 155
2017
Q4 		$1.02M Buy
+95,088
New +$997K 0.36% 49

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hays Advisory's SCHB Position: Q1 2018 in Review

Hays Advisory sold out of Schwab US Broad Market ETF (SCHB) in Q1 2018, closing a stake of 95,088 shares — an estimated $1.02M sold.

Hays Advisory first reported a position in SCHB in Q4 2017 and held it in 1 quarter. The position peaked at $1.02M in Q4 2017. 444 funds tracked by Wall St. Rank hold SCHB as of Q1 2018.

  • Hays Advisory reported no remaining Schwab US Broad Market ETF position as of Q1 2018 after selling out during the quarter.
  • Hays Advisory sold 95,088 Schwab US Broad Market ETF shares in Q1 2018, an estimated $1.02M.
  • Hays Advisory first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 1 quarter.
  • Hays Advisory's Schwab US Broad Market ETF position peaked at $1.02M in Q4 2017.
  • 444 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2018.

Based on Hays Advisory's 13F filing for Q1 2018, filed 14 May 2018.