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KHP Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

KHP Capital’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
Q3 		$53K Hold
4,560
– – 0.03% 112
2018
Q2 		$50K Hold
4,560
– – 0.03% 110
2018
Q1 		$48K Buy
+4,560
New +$50.1K 0.03% 112

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 $1.76B AUM 18.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHP Capital's SCHB Position: Q3 2018 in Review

KHP Capital held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2018 at 4,560 shares worth $53K. The position accounts for 0.03% of the portfolio, ranked #112.

KHP Capital first reported a position in SCHB in Q1 2018 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold SCHB as of Q3 2018.

  • KHP Capital held 4,560 shares of Schwab US Broad Market ETF worth $53K as of Q3 2018.
  • KHP Capital left its Schwab US Broad Market ETF share count unchanged in Q3 2018.
  • Schwab US Broad Market ETF made up 0.03% of KHP Capital's portfolio in Q3 2018, its #112 holding.
  • KHP Capital first reported a position in Schwab US Broad Market ETF in Q1 2018 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.