IWP
SCHB icon

Icon Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-858
Closed -$10K – 642
2019
Q1 		$10K Buy
+858
New +$9.37K ﹤0.01% 669
2018
Q3 		– Sell
-2,046
Closed -$23K – 638
2018
Q2 		$23K Buy
+2,046
New +$22.4K 0.01% 556
2018
Q1 		– Sell
-15,162
Closed -$163K – 636
2017
Q4 		$163K Buy
+15,162
New +$159K 0.08% 200

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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Icon Wealth Partners's SCHB Position: Q2 2019 in Review

Icon Wealth Partners sold out of Schwab US Broad Market ETF (SCHB) in Q2 2019, closing a stake of 858 shares — an estimated $10K sold.

Icon Wealth Partners first reported a position in SCHB in Q4 2017 and held it in 3 quarters. The position peaked at $163K in Q4 2017. 582 funds tracked by Wall St. Rank hold SCHB as of Q2 2019.

  • Icon Wealth Partners reported no remaining Schwab US Broad Market ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 858 Schwab US Broad Market ETF shares in Q2 2019, an estimated $10K.
  • Icon Wealth Partners first reported a position in Schwab US Broad Market ETF in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Schwab US Broad Market ETF position peaked at $163K in Q4 2017.
  • 582 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.