IFAM
SCHB icon

Institutional & Family Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Institutional & Family Asset 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
2019
Q2 		– Sell
-90
Closed -$1K – 872
2019
Q1 		$1K Buy
+90
New +$983 ﹤0.01% 806

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's SCHB Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2019, closing a stake of 90 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in SCHB in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 583 funds tracked by Wall St. Rank hold SCHB as of Q2 2019.

  • Institutional & Family Asset Management reported no remaining Schwab US Broad Market ETF position as of Q2 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 90 Schwab US Broad Market ETF shares in Q2 2019, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Schwab US Broad Market ETF in Q1 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's Schwab US Broad Market ETF position peaked at $1K in Q1 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.