Integrated Wealth Management (Palm Desert)’s Schwab US Broad Market ETF SCHB Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$1.8M	Buy	189,102 +29,244	+18%	+$274K	0.6%	48
2016 Q4	$1.44M	Buy	159,858 +34,602	+28%	+$305K	0.54%	55
2016 Q3	$1.09M	Buy	125,256 +57,798	+86%	+$502K	0.39%	65
2016 Q2	$566K	Buy	67,458 +57,228	+559%	+$475K	0.22%	99
2016 Q1	$84K	Buy	10,230 +330	+3%	+$2.56K	0.04%	310
2015 Q4	$81K	Buy	9,900 +636	+7%	+$5.25K	0.03%	313
2015 Q3	$72K	Buy	9,264 +30	+0.3%	+$246	0.03%	320
2015 Q2	$77K	Buy	9,234 +42	+0.5%	+$359	0.03%	316
2015 Q1	$77K	Buy	+9,192	New	+$76.9K	0.03%	307

Other funds holding SCHB

MFRM

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

Betterment LLC New York $59.1B AUM 18.41% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SCHB Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Schwab US Broad Market ETF (SCHB) stake by 18% in Q1 2017, buying an estimated $274K and bringing the position to 189,102 shares worth $1.8M. The position accounts for 0.6% of the portfolio, ranked #48.

Integrated Wealth Management (Palm Desert) first reported a position in SCHB in Q1 2015 and has held it in 9 quarters since. 328 funds tracked by Wall St. Rank hold SCHB as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 189,102 shares of Schwab US Broad Market ETF worth $1.8M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 29,244 Schwab US Broad Market ETF shares in Q1 2017, an estimated $274K.
Schwab US Broad Market ETF made up 0.6% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #48 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Schwab US Broad Market ETF in Q1 2015 and has held it in 9 quarters since.
328 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.