HFS
SCHB icon

HL Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

HL Financial Services’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
Q1 		– Sell
-22,080
Closed -$221K – 754
2018
Q4 		$221K Buy
+22,080
New +$239K ﹤0.01% 668

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
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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HL Financial Services's SCHB Position: Q1 2019 in Review

HL Financial Services sold out of Schwab US Broad Market ETF (SCHB) in Q1 2019, closing a stake of 22,080 shares — an estimated $221K sold.

HL Financial Services first reported a position in SCHB in Q4 2018 and held it in 1 quarter. The position peaked at $221K in Q4 2018. 558 funds tracked by Wall St. Rank hold SCHB as of Q1 2019.

  • HL Financial Services reported no remaining Schwab US Broad Market ETF position as of Q1 2019 after selling out during the quarter.
  • HL Financial Services sold 22,080 Schwab US Broad Market ETF shares in Q1 2019, an estimated $221K.
  • HL Financial Services first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 1 quarter.
  • HL Financial Services's Schwab US Broad Market ETF position peaked at $221K in Q4 2018.
  • 558 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.