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Integrated Investment Consultants’s Schwab US Broad Market ETF SCHB Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-1,872
Closed -$20K – 599
2018
Q1 		$20K Buy
+1,872
New +$20.6K 0.01% 541

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EK
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UBS Group
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RPGK
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HP
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Integrated Investment Consultants's SCHB Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Schwab US Broad Market ETF (SCHB) in Q2 2018, closing a stake of 1,872 shares — an estimated $20K sold.

Integrated Investment Consultants first reported a position in SCHB in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 461 funds tracked by Wall St. Rank hold SCHB as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Schwab US Broad Market ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 1,872 Schwab US Broad Market ETF shares in Q2 2018, an estimated $20K.
  • Integrated Investment Consultants first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's Schwab US Broad Market ETF position peaked at $20K in Q1 2018.
  • 461 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.