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KMS Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

KMS Financial Services’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
2014
Q3 		$269K Buy
33,972
+2,304
+7% +$18.4K 0.04% 402
2014
Q2 		$252K Buy
31,668
+3,330
+12% +$25.7K 0.04% 430
2014
Q1 		$216K Buy
+28,338
New +$212K 0.03% 462

Other funds holding SCHB

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

KMS Financial Services's SCHB Position: Q3 2014 in Review

KMS Financial Services increased its Schwab US Broad Market ETF (SCHB) stake by 7.3% in Q3 2014, buying an estimated $18.4K and bringing the position to 33,972 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #402.

KMS Financial Services first reported a position in SCHB in Q1 2014 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold SCHB as of Q3 2014.

  • KMS Financial Services held 33,972 shares of Schwab US Broad Market ETF worth $269K as of Q3 2014.
  • KMS Financial Services bought 2,304 Schwab US Broad Market ETF shares in Q3 2014, an estimated $18.4K.
  • Schwab US Broad Market ETF made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #402 holding.
  • KMS Financial Services first reported a position in Schwab US Broad Market ETF in Q1 2014 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.