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LBA Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

LBA Wealth Management’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
2015
Q2 		– Sell
-6,138
Closed -$52K – 330
2015
Q1 		$52K Buy
6,138
+30
+0.5% +$251 0.03% 167
2014
Q4 		$51K Buy
6,108
+24
+0.4% +$194 0.03% 168
2014
Q3 		$48K Buy
6,084
+30
+0.5% +$240 0.03% 171
2014
Q2 		$48K Buy
6,054
+24
+0.4% +$185 0.04% 166
2014
Q1 		$46K Buy
+6,030
New +$45.1K 0.04% 166

Other funds holding SCHB

W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

LBA Wealth Management's SCHB Position: Q2 2015 in Review

LBA Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2015, closing a stake of 6,138 shares — an estimated $52K sold.

LBA Wealth Management first reported a position in SCHB in Q1 2014 and held it in 5 quarters. The position peaked at $52K in Q1 2015. 204 funds tracked by Wall St. Rank hold SCHB as of Q2 2015.

  • LBA Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q2 2015 after selling out during the quarter.
  • LBA Wealth Management sold 6,138 Schwab US Broad Market ETF shares in Q2 2015, an estimated $52K.
  • LBA Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2014 and held it in 5 quarters.
  • LBA Wealth Management's Schwab US Broad Market ETF position peaked at $52K in Q1 2015.
  • 204 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2015.

Based on LBA Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.