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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
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 $564B 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 $330M AUM 18.08% 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