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

Kabarec Financial 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
2018
Q2 		$3.55M Sell
322,986
-47,862
-13% -$523K 2.72% 18
2018
Q1 		$3.94M Buy
370,848
+39,744
+12% +$437K 2.5% 18
2017
Q4 		$3.56M Buy
+331,104
New +$3.47M 2.18% 17

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
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 $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Kabarec Financial Advisors's SCHB Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2018, selling an estimated $523K and leaving 322,986 shares worth $3.55M. The position accounts for 2.72% of the portfolio, ranked #18.

Kabarec Financial Advisors first reported a position in SCHB in Q4 2017 and has held it in 3 quarters since. The position peaked at $3.94M in Q1 2018. 461 funds tracked by Wall St. Rank hold SCHB as of Q2 2018.

  • Kabarec Financial Advisors held 322,986 shares of Schwab US Broad Market ETF worth $3.55M as of Q2 2018.
  • Kabarec Financial Advisors sold 47,862 Schwab US Broad Market ETF shares in Q2 2018, an estimated $523K.
  • Schwab US Broad Market ETF made up 2.72% of Kabarec Financial Advisors's portfolio in Q2 2018, its #18 holding.
  • Kabarec Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's Schwab US Broad Market ETF position peaked at $3.94M in Q1 2018.
  • 461 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.