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

Hoxton Financial’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 		$195K Hold
23,754
– – 0.1% 79
2015
Q4 		$194K Buy
+23,754
New +$196K 0.09% 72

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EK
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
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hoxton Financial's SCHB Position: Q1 2016 in Review

Hoxton Financial held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2016 at 23,754 shares worth $195K. The position accounts for 0.1% of the portfolio, ranked #79.

Hoxton Financial first reported a position in SCHB in Q4 2015 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold SCHB as of Q1 2016.

  • Hoxton Financial held 23,754 shares of Schwab US Broad Market ETF worth $195K as of Q1 2016.
  • Hoxton Financial left its Schwab US Broad Market ETF share count unchanged in Q1 2016.
  • Schwab US Broad Market ETF made up 0.1% of Hoxton Financial's portfolio in Q1 2016, its #79 holding.
  • Hoxton Financial first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.