ICOA
SCHB icon

Investment Centers of America’s Schwab US Broad Market ETF SCHB Stock Holding History

Investment Centers of America’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
2016
Q4 		– Sell
-35,844
Closed -$312K – 629
2016
Q3 		$312K Buy
+35,844
New +$311K 0.03% 376

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investment Centers of America's SCHB Position: Q4 2016 in Review

Investment Centers of America sold out of Schwab US Broad Market ETF (SCHB) in Q4 2016, closing a stake of 35,844 shares — an estimated $312K sold.

Investment Centers of America first reported a position in SCHB in Q3 2016 and held it in 1 quarter. The position peaked at $312K in Q3 2016. 310 funds tracked by Wall St. Rank hold SCHB as of Q4 2016.

  • Investment Centers of America reported no remaining Schwab US Broad Market ETF position as of Q4 2016 after selling out during the quarter.
  • Investment Centers of America sold 35,844 Schwab US Broad Market ETF shares in Q4 2016, an estimated $312K.
  • Investment Centers of America first reported a position in Schwab US Broad Market ETF in Q3 2016 and held it in 1 quarter.
  • Investment Centers of America's Schwab US Broad Market ETF position peaked at $312K in Q3 2016.
  • 310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2016.

Based on Investment Centers of America's 13F filing for Q4 2016, filed 13 Feb 2017.