JOYN Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-438	Closed	-$4K	–	1153
2018 Q4	$4K	Hold	438	–	–	﹤0.01%	1333
2018 Q3	$5K	Hold	438	–	–	﹤0.01%	1204
2018 Q2	$5K	Sell	438 -3,018	-87%	-$33K	﹤0.01%	1148
2018 Q1	$37K	Buy	+3,456	New	+$38K	0.01%	543

Other funds holding SCHB

MFRM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

JOYN Advisors's SCHB Position: Q1 2019 in Review

JOYN Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2019, closing a stake of 438 shares — an estimated $4K sold.

JOYN Advisors first reported a position in SCHB in Q1 2018 and held it in 4 quarters. The position peaked at $37K in Q1 2018. 558 funds tracked by Wall St. Rank hold SCHB as of Q1 2019.

JOYN Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 438 Schwab US Broad Market ETF shares in Q1 2019, an estimated $4K.
JOYN Advisors first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Schwab US Broad Market ETF position peaked at $37K in Q1 2018.
558 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.