Kavar Capital Partners Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-486	Closed	-$6K	–	385
2019 Q2	$6K	Buy	+486	New	+$5.61K	﹤0.01%	415
2018 Q3	–	Sell	-468	Closed	-$5K	–	324
2018 Q2	$5K	Buy	468 +258	+123%	+$2.82K	﹤0.01%	371
2018 Q1	$2K	Buy	+210	New	+$2.31K	﹤0.01%	410
2016 Q1	–	Sell	-174	Closed	-$1K	–	334
2015 Q4	$1K	Buy	174 +24	+16%	+$198	﹤0.01%	426
2015 Q3	$1K	Hold	150	–	–	﹤0.01%	432
2015 Q2	$1K	Buy	+150	New	+$1.28K	﹤0.01%	461
2014 Q2	–	Sell	-150	Closed	-$1K	–	376
2014 Q1	$1K	Hold	150	–	–	﹤0.01%	471
2013 Q4	$1K	Buy	+150	New	+$1.08K	﹤0.01%	446

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Evergreen Advisors Chattanooga, Tennessee $469M AUM

Kavar Capital Partners Group's SCHB Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Schwab US Broad Market ETF (SCHB) in Q3 2019, closing a stake of 486 shares — an estimated $6K sold.

Kavar Capital Partners Group first reported a position in SCHB in Q4 2013 and held it in 8 quarters. The position peaked at $6K in Q2 2019. 590 funds tracked by Wall St. Rank hold SCHB as of Q3 2019.

Kavar Capital Partners Group reported no remaining Schwab US Broad Market ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 486 Schwab US Broad Market ETF shares in Q3 2019, an estimated $6K.
Kavar Capital Partners Group first reported a position in Schwab US Broad Market ETF in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's Schwab US Broad Market ETF position peaked at $6K in Q2 2019.
590 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.