IndexIQ Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

IndexIQ Advisors’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	-115,464	Closed	-$1.15M	–	667
2018 Q4	$1.15M	Buy	115,464 +86,922	+305%	+$940K	0.03%	398
2018 Q3	$335K	Sell	28,542 -187,896	-87%	-$2.17M	0.01%	513
2018 Q2	$2.38M	Sell	216,438 -244,314	-53%	-$2.67M	0.07%	256
2018 Q1	$4.9M	Sell	460,752 -6,930	-1%	-$76.1K	0.16%	88
2017 Q4	$5.03M	Sell	467,682 -21,024	-4%	-$220K	0.18%	69
2017 Q3	$4.96M	Sell	488,706 -23,292	-5%	-$231K	0.21%	61
2017 Q2	$4.99M	Buy	511,998 +491,568	+2,406%	+$4.75M	0.24%	64
2017 Q1	$194K	Buy	+20,430	New	+$192K	0.01%	250

Other funds holding SCHB

MFRM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RPGK

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

IndexIQ Advisors's SCHB Position: Q1 2019 in Review

IndexIQ Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2019, closing a stake of 115,464 shares — an estimated $1.15M sold.

IndexIQ Advisors first reported a position in SCHB in Q1 2017 and held it in 8 quarters. The position peaked at $5.03M in Q4 2017. 558 funds tracked by Wall St. Rank hold SCHB as of Q1 2019.

IndexIQ Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2019 after selling out during the quarter.
IndexIQ Advisors sold 115,464 Schwab US Broad Market ETF shares in Q1 2019, an estimated $1.15M.
IndexIQ Advisors first reported a position in Schwab US Broad Market ETF in Q1 2017 and held it in 8 quarters.
IndexIQ Advisors's Schwab US Broad Market ETF position peaked at $5.03M in Q4 2017.
558 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2019.

Based on IndexIQ Advisors's 13F filing for Q1 2019, filed 6 May 2019.