Institute for Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Institute for Wealth Management’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
2020 Q1	–	Sell	-4,776	Closed	-$61K	–	623
2019 Q4	$61K	Buy	+4,776	New	+$58.6K	0.01%	503
2018 Q1	–	Sell	-218,904	Closed	-$2.35M	–	373
2017 Q4	$2.35M	Buy	+218,904	New	+$2.3M	0.54%	45
2014 Q1	–	Sell	-6	Closed	–	–	77
2013 Q4	$0	Buy	+6	New	+$43	﹤0.01%	78
2013 Q3	–	Sell	-126	Closed	-$1K	–	108
2013 Q2	$1K	Buy	+126	New	+$818	﹤0.01%	118

Other funds holding SCHB

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

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

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Institute for Wealth Management's SCHB Position: Q1 2020 in Review

Institute for Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2020, closing a stake of 4,776 shares — an estimated $61K sold.

Institute for Wealth Management first reported a position in SCHB in Q2 2013 and held it in 4 quarters. The position peaked at $2.35M in Q4 2017. 652 funds tracked by Wall St. Rank hold SCHB as of Q1 2020.

Institute for Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 4,776 Schwab US Broad Market ETF shares in Q1 2020, an estimated $61K.
Institute for Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2013 and held it in 4 quarters.
Institute for Wealth Management's Schwab US Broad Market ETF position peaked at $2.35M in Q4 2017.
652 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.